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
4051
$1.21M ﹤0.01%
123,151
-193,998
4052
$1.21M ﹤0.01%
22,897
-1,916
4053
$1.21M ﹤0.01%
18,198
+682
4054
$1.21M ﹤0.01%
120,765
-2,978,982
4055
$1.2M ﹤0.01%
75,398
+7,794
4056
$1.2M ﹤0.01%
52,099
+48,873
4057
$1.2M ﹤0.01%
35,385
+10,345
4058
$1.2M ﹤0.01%
+45,085
4059
$1.2M ﹤0.01%
88,352
+17,836
4060
$1.2M ﹤0.01%
47,906
+9,094
4061
$1.19M ﹤0.01%
151,134
+49,151
4062
$1.19M ﹤0.01%
93,657
+9,064
4063
$1.19M ﹤0.01%
80,471
+10,964
4064
$1.19M ﹤0.01%
61,038
-17,786
4065
$1.19M ﹤0.01%
707,539
-97,387
4066
$1.19M ﹤0.01%
33,466
-116,780
4067
$1.19M ﹤0.01%
88,345
-766,389
4068
$1.18M ﹤0.01%
23,362
-75,487
4069
$1.18M ﹤0.01%
346,726
-36,829
4070
$1.18M ﹤0.01%
54,938
-16,726
4071
$1.18M ﹤0.01%
983,654
+31,620
4072
$1.18M ﹤0.01%
22,526
-5,708
4073
$1.18M ﹤0.01%
49,982
-76,084
4074
$1.18M ﹤0.01%
73,948
-3,961
4075
$1.18M ﹤0.01%
296,897
+46,728
161 162
163
164 165