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
2751
$5.56M ﹤0.01%
61,706
-89,794
2752
$5.56M ﹤0.01%
699,001
+361,074
2753
$5.55M ﹤0.01%
514,331
-527,298
2754
$5.55M ﹤0.01%
576,866
-223,800
2755
$5.54M ﹤0.01%
184,168
+82,090
2756
$5.54M ﹤0.01%
229,423
+46,317
2757
$5.54M ﹤0.01%
125,890
-42,474
2758
$5.53M ﹤0.01%
151,833
+29,345
2759
$5.53M ﹤0.01%
124,117
-95,389
2760
$5.53M ﹤0.01%
150,903
-66,355
2761
$5.53M ﹤0.01%
387,752
+5,951
2762
$5.52M ﹤0.01%
193,186
-39,354
2763
$5.52M ﹤0.01%
175,195
+172,949
2764
$5.52M ﹤0.01%
202,797
-20,245
2765
$5.51M ﹤0.01%
104,067
-168,193
2766
$5.5M ﹤0.01%
374,952
-244,021
2767
$5.49M ﹤0.01%
2,137,135
+95,985
2768
$5.49M ﹤0.01%
170,209
-21,500
2769
$5.49M ﹤0.01%
171,016
-58,414
2770
$5.49M ﹤0.01%
168,980
+38,896
2771
$5.47M ﹤0.01%
365,373
-146,709
2772
$5.47M ﹤0.01%
134,472
-63,102
2773
$5.47M ﹤0.01%
112,214
-37,216
2774
$5.46M ﹤0.01%
136,406
-42,208
2775
$5.46M ﹤0.01%
967,099
+72,885
109 110
111
112 113