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
2951
$4.73M ﹤0.01%
203,873
-59,608
2952
$4.72M ﹤0.01%
112,125
+6,265
2953
$4.72M ﹤0.01%
1,145,733
-17,932
2954
$4.72M ﹤0.01%
112,641
-24,327
2955
$4.71M ﹤0.01%
530,407
+5,073
2956
$4.71M ﹤0.01%
102,782
-122,151
2957
$4.7M ﹤0.01%
273,298
-42,004
2958
$4.7M ﹤0.01%
446,023
-20,105
2959
$4.69M ﹤0.01%
144,761
-10,375
2960
$4.69M ﹤0.01%
325,727
-8,580
2961
$4.67M ﹤0.01%
106,275
+49,972
2962
$4.66M ﹤0.01%
217,757
+8,115
2963
$4.66M ﹤0.01%
92,964
+3,194
2964
$4.65M ﹤0.01%
118,880
-6,664
2965
$4.64M ﹤0.01%
148,103
-12,445
2966
$4.64M ﹤0.01%
128,405
-283,553
2967
$4.64M ﹤0.01%
68,877
-65,722
2968
$4.64M ﹤0.01%
162,911
+33,989
2969
$4.63M ﹤0.01%
5,403
+1,891
2970
$4.63M ﹤0.01%
784,149
-586,541
2971
$4.63M ﹤0.01%
315,518
+120,592
2972
$4.63M ﹤0.01%
130,090
-37,313
2973
$4.62M ﹤0.01%
194,284
-10,587
2974
$4.61M ﹤0.01%
261,932
-101,600
2975
$4.6M ﹤0.01%
145,147
-470,459
117 118
119
120 121