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
4851
$384K ﹤0.01%
20,459
+6,293
4852
$383K ﹤0.01%
653
+554
4853
$383K ﹤0.01%
20,286
-1,183
4854
$382K ﹤0.01%
102,352
+79,851
4855
$381K ﹤0.01%
10,459
-578
4856
$381K ﹤0.01%
17,513
-935
4857
$381K ﹤0.01%
15,593
+486
4858
$381K ﹤0.01%
82,214
-4,900
4859
$381K ﹤0.01%
31,422
+416
4860
$381K ﹤0.01%
12,521
-4,982
4861
$380K ﹤0.01%
28,774
+832
4862
$379K ﹤0.01%
36,240
+2,473
4863
$379K ﹤0.01%
24,135
+5,143
4864
$379K ﹤0.01%
28,558
-3,063
4865
$378K ﹤0.01%
11,734
-1,078
4866
$378K ﹤0.01%
36,819
-178,110
4867
$378K ﹤0.01%
19,002
-741
4868
$377K ﹤0.01%
22,529
-4,581
4869
$376K ﹤0.01%
71,600
-4,938
4870
$376K ﹤0.01%
494,866
+30,169
4871
$373K ﹤0.01%
13,313
+1,607
4872
$372K ﹤0.01%
34,273
-8,892
4873
$371K ﹤0.01%
1,251
+296
4874
$370K ﹤0.01%
15,313
+1,662
4875
$370K ﹤0.01%
24,722
-47,239
193 194
195
196 197