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
4351
$793K ﹤0.01%
280,996
+72,192
4352
$792K ﹤0.01%
46,465
-45,752
4353
$792K ﹤0.01%
26,999
+5,863
4354
$791K ﹤0.01%
30,002
-819
4355
$790K ﹤0.01%
19,117
-281
4356
$790K ﹤0.01%
53,719
-297,377
4357
$790K ﹤0.01%
155,310
+51,801
4358
$790K ﹤0.01%
80,109
-21,716
4359
$789K ﹤0.01%
27,701
-9,265
4360
$786K ﹤0.01%
62,608
-45,715
4361
$783K ﹤0.01%
55,897
-295
4362
$783K ﹤0.01%
167,543
-10,112
4363
$783K ﹤0.01%
34,150
+1,439
4364
$782K ﹤0.01%
10,922
+4,420
4365
$781K ﹤0.01%
55,655
-3,692
4366
$781K ﹤0.01%
14,541
+3,246
4367
$781K ﹤0.01%
64,969
-15,189
4368
$780K ﹤0.01%
39,652
+4,227
4369
$780K ﹤0.01%
8,631
-148
4370
$779K ﹤0.01%
990
+986
4371
$778K ﹤0.01%
176,564
+8,255
4372
$777K ﹤0.01%
24,179
+462
4373
$777K ﹤0.01%
15,279
-20,980
4374
$777K ﹤0.01%
50,081
+7,014
4375
$776K ﹤0.01%
30,828
-1,385
173 174
175
176 177