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
3251
$3.48M ﹤0.01%
428,008
+45,626
3252
$3.46M ﹤0.01%
60,331
-2,142
3253
$3.46M ﹤0.01%
185,674
+14,704
3254
$3.45M ﹤0.01%
80,957
+16,828
3255
$3.45M ﹤0.01%
108,113
+100,267
3256
$3.44M ﹤0.01%
59,918
-50,137
3257
$3.44M ﹤0.01%
619,560
+559,290
3258
$3.44M ﹤0.01%
349,273
-277,270
3259
$3.43M ﹤0.01%
561,670
+203,935
3260
$3.42M ﹤0.01%
107,883
-76,349
3261
$3.42M ﹤0.01%
68,697
-1,056
3262
$3.42M ﹤0.01%
100,332
+23,447
3263
$3.41M ﹤0.01%
60,058
+9,960
3264
$3.41M ﹤0.01%
150,134
-18,239
3265
$3.41M ﹤0.01%
192,020
+48,130
3266
$3.4M ﹤0.01%
99,137
-72,309
3267
$3.4M ﹤0.01%
42,598
-5,130
3268
$3.39M ﹤0.01%
333,793
-61,655
3269
$3.39M ﹤0.01%
64,488
+29,450
3270
$3.39M ﹤0.01%
59,989
-2,057
3271
$3.39M ﹤0.01%
111,444
-27,813
3272
$3.39M ﹤0.01%
98,530
-64,612
3273
$3.38M ﹤0.01%
79,821
-7,638
3274
$3.38M ﹤0.01%
293,457
+269,742
3275
$3.37M ﹤0.01%
103,066
-123,922
129 130
131
132 133