Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
-$65.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,051
New
Increased
Reduced
Closed

Top Buys

1
+$558M
2
+$550M
3
+$519M
4
XYZ
Block Inc
XYZ
+$436M
5
ADBE icon
Adobe
ADBE
+$412M

Top Sells

1
+$1.23B
2
+$1.06B
3
+$1.05B
4
QCOM icon
Qualcomm
QCOM
+$734M
5
UNP icon
Union Pacific
UNP
+$571M

Sector Composition

1 Technology 12.53%
2 Healthcare 10.36%
3 Financials 9.14%
4 Consumer Discretionary 7.65%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$5.91M ﹤0.01%
178,048
-34,905
2677
$5.9M ﹤0.01%
227,120
+122,260
2678
$5.9M ﹤0.01%
44,163
-28,054
2679
$5.9M ﹤0.01%
413,818
+132,023
2680
$5.9M ﹤0.01%
327,754
-90,300
2681
$5.9M ﹤0.01%
926,242
-43,867
2682
$5.89M ﹤0.01%
636,329
+22,863
2683
$5.88M ﹤0.01%
146,424
+17,689
2684
$5.87M ﹤0.01%
357,533
+68,727
2685
$5.87M ﹤0.01%
119,114
-123,700
2686
$5.86M ﹤0.01%
9,152
+4,619
2687
$5.86M ﹤0.01%
35,355
+1,696
2688
$5.86M ﹤0.01%
129,125
+59,477
2689
$5.85M ﹤0.01%
378,174
-174,052
2690
$5.85M ﹤0.01%
293,174
+122,398
2691
$5.83M ﹤0.01%
112,182
-46,258
2692
$5.82M ﹤0.01%
510,998
-67,820
2693
$5.81M ﹤0.01%
398,953
+199,041
2694
$5.8M ﹤0.01%
65,153
+1,694
2695
$5.79M ﹤0.01%
187,616
-284,079
2696
$5.79M ﹤0.01%
110,680
-4,198
2697
$5.79M ﹤0.01%
148,790
-83,403
2698
$5.78M ﹤0.01%
405,074
+150,932
2699
$5.76M ﹤0.01%
313,065
-131,386
2700
$5.76M ﹤0.01%
54,508
+15,710
106 107
108
109 110