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
4776
$424K ﹤0.01%
20,437
-3,179
4777
$423K ﹤0.01%
17,955
-655
4778
$422K ﹤0.01%
9,814
+8,577
4779
$422K ﹤0.01%
41,634
+4,710
4780
$422K ﹤0.01%
123,618
-789
4781
$421K ﹤0.01%
22,314
-3,262
4782
$420K ﹤0.01%
164,577
-298,770
4783
$420K ﹤0.01%
49,850
-3,808
4784
$420K ﹤0.01%
15,838
+408
4785
$419K ﹤0.01%
8,153
-843
4786
$419K ﹤0.01%
17,236
-76,559
4787
$417K ﹤0.01%
22,937
+1,723
4788
$415K ﹤0.01%
64,435
-6,908
4789
$415K ﹤0.01%
431
-128
4790
$413K ﹤0.01%
5,568
4791
$413K ﹤0.01%
8,679
+6,601
4792
$413K ﹤0.01%
230,168
+12,539
4793
$413K ﹤0.01%
96,300
+2,020
4794
$413K ﹤0.01%
859
-47
4795
$411K ﹤0.01%
20,505
+16,058
4796
$411K ﹤0.01%
20,526
-3,081
4797
$411K ﹤0.01%
16,605
-56,577
4798
$411K ﹤0.01%
28,905
+9,870
4799
$411K ﹤0.01%
27,604
+2,655
4800
$411K ﹤0.01%
20,683
+12,798
190 191
192
193 194