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
3751
$1.86M ﹤0.01%
123,115
+1,380
3752
$1.86M ﹤0.01%
339,919
+54,081
3753
$1.86M ﹤0.01%
303,945
-160,926
3754
$1.86M ﹤0.01%
722,019
-55,253
3755
$1.86M ﹤0.01%
149,543
+13,118
3756
$1.86M ﹤0.01%
22,295
+2,975
3757
$1.85M ﹤0.01%
9,739
-961
3758
$1.85M ﹤0.01%
22,364
+15,398
3759
$1.84M ﹤0.01%
96,203
+53,350
3760
$1.84M ﹤0.01%
159,387
+23,712
3761
$1.84M ﹤0.01%
24,693
-128,301
3762
$1.83M ﹤0.01%
445,227
-458,507
3763
$1.83M ﹤0.01%
29,151
+2,022
3764
$1.83M ﹤0.01%
128,308
+23,397
3765
$1.83M ﹤0.01%
296,740
-1,161,642
3766
$1.82M ﹤0.01%
82,254
-6,816
3767
$1.82M ﹤0.01%
64,325
-62,624
3768
$1.82M ﹤0.01%
167,340
-9,780
3769
$1.81M ﹤0.01%
163,699
+14,389
3770
$1.81M ﹤0.01%
20,641
+6,894
3771
$1.8M ﹤0.01%
157,521
-27,839
3772
$1.8M ﹤0.01%
134,516
-9,846
3773
$1.8M ﹤0.01%
132,084
+7,534
3774
$1.8M ﹤0.01%
117,207
-227,273
3775
$1.8M ﹤0.01%
62,334
-19,881
149 150
151
152 153