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
2851
$5.15M ﹤0.01%
63,105
-52,600
2852
$5.13M ﹤0.01%
2,883,099
-464,639
2853
$5.13M ﹤0.01%
310,404
-4,406,158
2854
$5.12M ﹤0.01%
1,502,830
-431,258
2855
$5.11M ﹤0.01%
72,058
-25,728
2856
$5.11M ﹤0.01%
592,129
-179,126
2857
$5.11M ﹤0.01%
71,395
+46,891
2858
$5.11M ﹤0.01%
135,688
+22,164
2859
$5.11M ﹤0.01%
267,426
-20,993
2860
$5.1M ﹤0.01%
91,301
-39,729
2861
$5.09M ﹤0.01%
86,125
+600
2862
$5.09M ﹤0.01%
147,959
-163,571
2863
$5.08M ﹤0.01%
337,134
+61,918
2864
$5.07M ﹤0.01%
183,820
+36,557
2865
$5.07M ﹤0.01%
116,036
-173,447
2866
$5.06M ﹤0.01%
151,063
+33,953
2867
$5.06M ﹤0.01%
960,252
-121,033
2868
$5.06M ﹤0.01%
288,256
+29,839
2869
$5.05M ﹤0.01%
256,459
-1,221
2870
$5.05M ﹤0.01%
383,808
+6,847
2871
$5.04M ﹤0.01%
678,964
-28,689
2872
$5.03M ﹤0.01%
508,212
+86,360
2873
$5.03M ﹤0.01%
72,388
-34,948
2874
$5.03M ﹤0.01%
55,816
-3,747
2875
$5.01M ﹤0.01%
232,551
+179,552