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
2701
$5.76M ﹤0.01%
482,440
-100,749
2702
$5.76M ﹤0.01%
441,447
+6,215
2703
$5.75M ﹤0.01%
475,621
+182,133
2704
$5.75M ﹤0.01%
83,668
+28,171
2705
$5.75M ﹤0.01%
219,511
-47,338
2706
$5.75M ﹤0.01%
26,256
-140,158
2707
$5.74M ﹤0.01%
156,482
-33,179
2708
$5.73M ﹤0.01%
70,061
-34,561
2709
$5.73M ﹤0.01%
118,319
+24,594
2710
$5.72M ﹤0.01%
151,231
-18,660
2711
$5.72M ﹤0.01%
372,490
+128,542
2712
$5.72M ﹤0.01%
1,033,908
-853,528
2713
$5.71M ﹤0.01%
455,234
-147,872
2714
$5.69M ﹤0.01%
109,285
-10,111
2715
$5.69M ﹤0.01%
205,118
+155,566
2716
$5.69M ﹤0.01%
330,063
-172,061
2717
$5.68M ﹤0.01%
334,266
-15,169
2718
$5.68M ﹤0.01%
52,195
-10,628
2719
$5.67M ﹤0.01%
404,905
-134,018
2720
$5.67M ﹤0.01%
648,507
+390,424
2721
$5.67M ﹤0.01%
222,777
-33,835
2722
$5.67M ﹤0.01%
125,258
-102,400
2723
$5.66M ﹤0.01%
101,750
-28,530
2724
$5.66M ﹤0.01%
99,759
-256,498
2725
$5.66M ﹤0.01%
375,573
+147,836
107 108
109
110 111