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
3951
$1.41M ﹤0.01%
105,034
+1,918
3952
$1.41M ﹤0.01%
156,047
+86,415
3953
$1.41M ﹤0.01%
64,945
-90,026
3954
$1.4M ﹤0.01%
79,693
+21,600
3955
$1.4M ﹤0.01%
192,245
-24,254
3956
$1.4M ﹤0.01%
67,602
+17,963
3957
$1.39M ﹤0.01%
831,755
+386,877
3958
$1.39M ﹤0.01%
80,777
+2,158
3959
$1.39M ﹤0.01%
2,131,778
-23,893
3960
$1.39M ﹤0.01%
64,207
-3,403
3961
$1.38M ﹤0.01%
72,251
+10,680
3962
$1.38M ﹤0.01%
172,939
+75,618
3963
$1.37M ﹤0.01%
74,930
-9,406
3964
$1.36M ﹤0.01%
33,785
+1,622
3965
$1.36M ﹤0.01%
40,769
-860
3966
$1.36M ﹤0.01%
49,136
-5,003
3967
$1.36M ﹤0.01%
117,736
+48,878
3968
$1.35M ﹤0.01%
365,258
+211,834
3969
$1.35M ﹤0.01%
52,279
-360,691
3970
$1.35M ﹤0.01%
138,423
+6,669
3971
$1.35M ﹤0.01%
27,571
-9,115
3972
$1.35M ﹤0.01%
105,858
+2,867
3973
$1.35M ﹤0.01%
89,130
+32,088
3974
$1.34M ﹤0.01%
131,234
-84,060
3975
$1.34M ﹤0.01%
57,448
+7,423
157 158
159
160 161