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
2926
$4.81M ﹤0.01%
146,026
+41,800
2927
$4.8M ﹤0.01%
132,328
-97,736
2928
$4.8M ﹤0.01%
330,823
+248,073
2929
$4.8M ﹤0.01%
273,885
+224,751
2930
$4.79M ﹤0.01%
270,417
+40,885
2931
$4.79M ﹤0.01%
124,896
+20,733
2932
$4.79M ﹤0.01%
100,158
-29,844
2933
$4.78M ﹤0.01%
287,419
-65,772
2934
$4.77M ﹤0.01%
141,738
-273,223
2935
$4.77M ﹤0.01%
521,312
+6,207
2936
$4.77M ﹤0.01%
142,233
-66,827
2937
$4.77M ﹤0.01%
86,261
+6,564
2938
$4.76M ﹤0.01%
100,909
+29,044
2939
$4.75M ﹤0.01%
+320,378
2940
$4.75M ﹤0.01%
39,804
-25,635
2941
$4.75M ﹤0.01%
204,504
+136,627
2942
$4.75M ﹤0.01%
783,398
-96,210
2943
$4.74M ﹤0.01%
290,046
-131,645
2944
$4.74M ﹤0.01%
193,242
+66,298
2945
$4.74M ﹤0.01%
187,942
+40,042
2946
$4.73M ﹤0.01%
554,269
+506,081
2947
$4.73M ﹤0.01%
408,966
-516,820
2948
$4.73M ﹤0.01%
350,019
+121,787
2949
$4.73M ﹤0.01%
197,545
+24,941
2950
$4.73M ﹤0.01%
368,466
+157,543
116 117
118
119 120