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
2726
$5.65M ﹤0.01%
67,236
-13,969
2727
$5.65M ﹤0.01%
263,328
-205,742
2728
$5.65M ﹤0.01%
113,481
+11,715
2729
$5.65M ﹤0.01%
704,457
+588,465
2730
$5.64M ﹤0.01%
52,545
+30,537
2731
$5.64M ﹤0.01%
305,274
-1,059,363
2732
$5.63M ﹤0.01%
1,659,905
+1,115,098
2733
$5.63M ﹤0.01%
239,159
+33,104
2734
$5.62M ﹤0.01%
159,592
-17,844
2735
$5.62M ﹤0.01%
1,257,268
-406,996
2736
$5.61M ﹤0.01%
282,889
+99,419
2737
$5.61M ﹤0.01%
126,264
+3,649
2738
$5.61M ﹤0.01%
468,345
-307,803
2739
$5.61M ﹤0.01%
54,804
-41,847
2740
$5.6M ﹤0.01%
103,552
-44,968
2741
$5.6M ﹤0.01%
214,088
-46,393
2742
$5.59M ﹤0.01%
215,250
+72,652
2743
$5.59M ﹤0.01%
195,775
+2,778
2744
$5.58M ﹤0.01%
335,420
-146,030
2745
$5.58M ﹤0.01%
650,066
+179,115
2746
$5.58M ﹤0.01%
136,158
-98,432
2747
$5.57M ﹤0.01%
173,391
+4,556
2748
$5.56M ﹤0.01%
184,592
+22,635
2749
$5.56M ﹤0.01%
6,138
-14,592
2750
$5.56M ﹤0.01%
395,246
+65,234