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
4601
$562K ﹤0.01%
31,325
+7,687
4602
$562K ﹤0.01%
152,593
+18,220
4603
$558K ﹤0.01%
185,460
-17,005
4604
$558K ﹤0.01%
67,755
-17,921
4605
$557K ﹤0.01%
16,414
+1,681
4606
$557K ﹤0.01%
22,830
-135
4607
$556K ﹤0.01%
5,087
-4,031
4608
$556K ﹤0.01%
17,203
-15,133
4609
$555K ﹤0.01%
23,812
-5,453
4610
$555K ﹤0.01%
130,658
-6,034
4611
$554K ﹤0.01%
29,496
-1,268
4612
$554K ﹤0.01%
165,676
-37,221
4613
$554K ﹤0.01%
55,437
-56,682
4614
$553K ﹤0.01%
11,334
+4,502
4615
$551K ﹤0.01%
125,596
+8,134
4616
$551K ﹤0.01%
45,565
-35,897
4617
$550K ﹤0.01%
128,306
+26,928
4618
$550K ﹤0.01%
236,545
-88,647
4619
$549K ﹤0.01%
24,565
+2,629
4620
$549K ﹤0.01%
50,936
+35,192
4621
$548K ﹤0.01%
13,968
-4,724
4622
$548K ﹤0.01%
21,519
-2,799
4623
$548K ﹤0.01%
22,069
+8,087
4624
$544K ﹤0.01%
3,074
-6
4625
$544K ﹤0.01%
64,736
-2,400,696
183 184
185
186 187