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
2876
$5.01M ﹤0.01%
555,944
+10,349
2877
$5.01M ﹤0.01%
289,851
-81,517
2878
$5M ﹤0.01%
103,435
-1,748
2879
$5M ﹤0.01%
525,603
+269,246
2880
$5M ﹤0.01%
133,886
-135,624
2881
$5M ﹤0.01%
142,366
-169,225
2882
$5M ﹤0.01%
144,884
-16,459
2883
$4.99M ﹤0.01%
188,092
+102,615
2884
$4.99M ﹤0.01%
381,361
-88,392
2885
$4.97M ﹤0.01%
81,595
-39,034
2886
$4.97M ﹤0.01%
155,285
-61,029
2887
$4.97M ﹤0.01%
118,348
-31,477
2888
$4.96M ﹤0.01%
26,517
-126,499
2889
$4.96M ﹤0.01%
313,995
-92,289
2890
$4.95M ﹤0.01%
12,014
-6,259
2891
$4.94M ﹤0.01%
88,778
-4,888
2892
$4.94M ﹤0.01%
1,379,138
+398,700
2893
$4.93M ﹤0.01%
83,404
+41,969
2894
$4.93M ﹤0.01%
548,298
+122,073
2895
$4.93M ﹤0.01%
108,603
-184,843
2896
$4.93M ﹤0.01%
321,201
-100,233
2897
$4.92M ﹤0.01%
121,147
-69,063
2898
$4.92M ﹤0.01%
139,894
-3,671
2899
$4.92M ﹤0.01%
199,239
-29,842
2900
$4.91M ﹤0.01%
215,190
-442,098
114 115
116
117 118