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
2826
$5.26M ﹤0.01%
356,759
+27,887
2827
$5.26M ﹤0.01%
279,341
+104,282
2828
$5.26M ﹤0.01%
555,870
+63,658
2829
$5.26M ﹤0.01%
2,190,901
+1,894,813
2830
$5.25M ﹤0.01%
367,336
+279,458
2831
$5.25M ﹤0.01%
367,583
-64,296
2832
$5.25M ﹤0.01%
138,393
-1,217
2833
$5.24M ﹤0.01%
329,818
-366,758
2834
$5.22M ﹤0.01%
460,343
-796,114
2835
$5.22M ﹤0.01%
328,559
-209,115
2836
$5.21M ﹤0.01%
984,759
-178,026
2837
$5.21M ﹤0.01%
574,551
-491,352
2838
$5.21M ﹤0.01%
453,843
+85,316
2839
$5.2M ﹤0.01%
207,348
-33,685
2840
$5.2M ﹤0.01%
184,615
-89,605
2841
$5.19M ﹤0.01%
480,110
-853
2842
$5.18M ﹤0.01%
123,240
+90
2843
$5.18M ﹤0.01%
47,895
+27,126
2844
$5.18M ﹤0.01%
166,245
-12,134
2845
$5.17M ﹤0.01%
139,378
-126,402
2846
$5.17M ﹤0.01%
427,582
+345,804
2847
$5.17M ﹤0.01%
87,640
-3,476
2848
$5.16M ﹤0.01%
463,560
+68,018
2849
$5.16M ﹤0.01%
249,785
-383,204
2850
$5.15M ﹤0.01%
192,950
-73,051
112 113
114
115 116