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
3026
$4.34M ﹤0.01%
152,513
+33,074
3027
$4.34M ﹤0.01%
268,541
+8,286
3028
$4.34M ﹤0.01%
317,824
-1,895,788
3029
$4.34M ﹤0.01%
164,536
+26,345
3030
$4.33M ﹤0.01%
86,376
-21,188
3031
$4.32M ﹤0.01%
160,372
-42,667
3032
$4.32M ﹤0.01%
17,650
+16,292
3033
$4.31M ﹤0.01%
75,604
+25,836
3034
$4.3M ﹤0.01%
41,970
+22,223
3035
$4.29M ﹤0.01%
588,868
-6,246
3036
$4.29M ﹤0.01%
89,022
-40,197
3037
$4.28M ﹤0.01%
199,234
-65,717
3038
$4.28M ﹤0.01%
108,871
-52,688
3039
$4.28M ﹤0.01%
147,008
-12,582
3040
$4.27M ﹤0.01%
6,501
+4,004
3041
$4.27M ﹤0.01%
685,255
+138,259
3042
$4.27M ﹤0.01%
76,051
-131,488
3043
$4.26M ﹤0.01%
468,710
-40,757
3044
$4.26M ﹤0.01%
63,333
-24,437
3045
$4.25M ﹤0.01%
235,197
+30,233
3046
$4.25M ﹤0.01%
365,581
-247,050
3047
$4.25M ﹤0.01%
224,279
-74,333
3048
$4.25M ﹤0.01%
322,777
-271,213
3049
$4.24M ﹤0.01%
58,994
+399
3050
$4.23M ﹤0.01%
175,313
+10,680
120 121
122
123 124