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
3001
$4.46M ﹤0.01%
425,274
-304,434
3002
$4.46M ﹤0.01%
160,157
-143,602
3003
$4.46M ﹤0.01%
80,067
-195,410
3004
$4.45M ﹤0.01%
142,745
-237,803
3005
$4.44M ﹤0.01%
220,263
-56,496
3006
$4.44M ﹤0.01%
113,278
+9,940
3007
$4.43M ﹤0.01%
139,783
-241,096
3008
$4.42M ﹤0.01%
309,644
+104,375
3009
$4.42M ﹤0.01%
140,123
-3,160
3010
$4.42M ﹤0.01%
87,064
-433,398
3011
$4.39M ﹤0.01%
318,885
-41,180
3012
$4.38M ﹤0.01%
224,959
-18,811
3013
$4.38M ﹤0.01%
241,100
-3,615
3014
$4.38M ﹤0.01%
946,184
-3,055,328
3015
$4.38M ﹤0.01%
310,570
-14,013
3016
$4.38M ﹤0.01%
171,000
+2,587
3017
$4.38M ﹤0.01%
85,645
-3,098
3018
$4.37M ﹤0.01%
162,102
+23,933
3019
$4.37M ﹤0.01%
179,637
+39,049
3020
$4.37M ﹤0.01%
603,978
-5,996
3021
$4.37M ﹤0.01%
64,570
-13,339
3022
$4.36M ﹤0.01%
154,316
+17,265
3023
$4.36M ﹤0.01%
88,633
-1,663
3024
$4.36M ﹤0.01%
66,490
-51,254
3025
$4.36M ﹤0.01%
1,106,134
+20,190
119 120
121
122 123