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
3076
$4.12M ﹤0.01%
213,228
-183,461
3077
$4.12M ﹤0.01%
434,678
+108,006
3078
$4.12M ﹤0.01%
587,986
+138,798
3079
$4.11M ﹤0.01%
105,614
-3,170
3080
$4.11M ﹤0.01%
1,826,235
+467,861
3081
$4.1M ﹤0.01%
198,660
-73,420
3082
$4.1M ﹤0.01%
114,845
-527,795
3083
$4.1M ﹤0.01%
206,015
-27,849
3084
$4.1M ﹤0.01%
241,822
-10,588
3085
$4.1M ﹤0.01%
194,858
-86,569
3086
$4.09M ﹤0.01%
112,306
-21,015
3087
$4.09M ﹤0.01%
86,539
-485
3088
$4.09M ﹤0.01%
231,125
-62,867
3089
$4.09M ﹤0.01%
950,522
+616,456
3090
$4.08M ﹤0.01%
1,286,813
+4,362
3091
$4.08M ﹤0.01%
110,673
+37,175
3092
$4.08M ﹤0.01%
148,000
-18,304
3093
$4.08M ﹤0.01%
308,713
+65,181
3094
$4.07M ﹤0.01%
82,752
-49,139
3095
$4.06M ﹤0.01%
313,762
-15,715
3096
$4.06M ﹤0.01%
116,448
+2,679
3097
$4.05M ﹤0.01%
213,182
+21,629
3098
$4.05M ﹤0.01%
282,949
+366
3099
$4.04M ﹤0.01%
224,715
+6,408
3100
$4.04M ﹤0.01%
2,564
+2,560
122 123
124
125 126