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
2976
$4.59M ﹤0.01%
164,518
+53,623
2977
$4.59M ﹤0.01%
202,695
+127,658
2978
$4.58M ﹤0.01%
90,910
-7,323
2979
$4.58M ﹤0.01%
88,154
-83,147
2980
$4.58M ﹤0.01%
141,710
-34,261
2981
$4.58M ﹤0.01%
1,531,900
+986,116
2982
$4.58M ﹤0.01%
102,222
-72,264
2983
$4.58M ﹤0.01%
173,660
+897
2984
$4.56M ﹤0.01%
242,040
+74,289
2985
$4.56M ﹤0.01%
100,469
+28,519
2986
$4.56M ﹤0.01%
72,331
-70,359
2987
$4.55M ﹤0.01%
416,509
-320,328
2988
$4.54M ﹤0.01%
67,926
-6,695
2989
$4.53M ﹤0.01%
306,816
-189,132
2990
$4.53M ﹤0.01%
277,313
+32,412
2991
$4.51M ﹤0.01%
132,531
+109,845
2992
$4.51M ﹤0.01%
290,013
-36,482
2993
$4.5M ﹤0.01%
200,023
-276,183
2994
$4.48M ﹤0.01%
43,370
-100,411
2995
$4.48M ﹤0.01%
561,519
-158,804
2996
$4.47M ﹤0.01%
320,449
+69,002
2997
$4.47M ﹤0.01%
187,249
+45,367
2998
$4.47M ﹤0.01%
144,924
-34,161
2999
$4.47M ﹤0.01%
194,016
+11,702
3000
$4.47M ﹤0.01%
100,808
-213,868
118 119
120
121 122