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
3051
$4.23M ﹤0.01%
171,119
-95,752
3052
$4.23M ﹤0.01%
175,371
-140,053
3053
$4.22M ﹤0.01%
355,794
+40,814
3054
$4.22M ﹤0.01%
204,214
+17,312
3055
$4.21M ﹤0.01%
169,417
+22,002
3056
$4.2M ﹤0.01%
42,407
-3,696
3057
$4.19M ﹤0.01%
723,462
+22,362
3058
$4.18M ﹤0.01%
172,185
-229,626
3059
$4.16M ﹤0.01%
145,608
+30,456
3060
$4.16M ﹤0.01%
40,751
-87,754
3061
$4.16M ﹤0.01%
1,085,575
+60,222
3062
$4.16M ﹤0.01%
1,154,613
+1,153,613
3063
$4.15M ﹤0.01%
1,379,998
-133,846
3064
$4.15M ﹤0.01%
112,789
+13,513
3065
$4.15M ﹤0.01%
114,181
-238,846
3066
$4.14M ﹤0.01%
199,742
-33,760
3067
$4.14M ﹤0.01%
90,965
+50,022
3068
$4.14M ﹤0.01%
240,377
-526,121
3069
$4.14M ﹤0.01%
408,432
-142,393
3070
$4.14M ﹤0.01%
574,250
-454,023
3071
$4.14M ﹤0.01%
439,639
-705,079
3072
$4.13M ﹤0.01%
196,710
+38,947
3073
$4.13M ﹤0.01%
117,177
-23,465
3074
$4.13M ﹤0.01%
279,178
+161,341
3075
$4.13M ﹤0.01%
236,223
-8,783
121 122
123
124 125