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
4626
$543K ﹤0.01%
32,641
-2,103
4627
$540K ﹤0.01%
26,415
-3,200
4628
$540K ﹤0.01%
36,330
-27,300
4629
$539K ﹤0.01%
27,403
+8,947
4630
$538K ﹤0.01%
180,573
4631
$538K ﹤0.01%
1,763
+1,410
4632
$537K ﹤0.01%
21,285
+1,841
4633
$534K ﹤0.01%
23,844
-5,858
4634
$534K ﹤0.01%
299,823
-231,047
4635
$533K ﹤0.01%
22,778
-52,045
4636
$531K ﹤0.01%
1,149,573
-166,827
4637
$531K ﹤0.01%
345,563
+4,316
4638
$531K ﹤0.01%
140,560
-5,253
4639
$530K ﹤0.01%
73,559
+13,148
4640
$529K ﹤0.01%
126,832
+78,566
4641
$528K ﹤0.01%
15,000
-334
4642
$527K ﹤0.01%
16,157
-1,782
4643
$526K ﹤0.01%
375,987
-90,115
4644
$523K ﹤0.01%
84,714
-17,451
4645
$523K ﹤0.01%
43,126
+26,574
4646
$522K ﹤0.01%
4,954
+1,324
4647
$520K ﹤0.01%
235,162
-758,551
4648
$520K ﹤0.01%
29,415
+1,019
4649
$520K ﹤0.01%
42,058
-9,744
4650
$519K ﹤0.01%
27,433
184 185
186
187 188