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
4901
$353K ﹤0.01%
31,022
+30,741
4902
$353K ﹤0.01%
27,727
+22,724
4903
$352K ﹤0.01%
21,207
+1,577
4904
$352K ﹤0.01%
49,236
-11,988
4905
$351K ﹤0.01%
80,824
-148,283
4906
$351K ﹤0.01%
29,571
+12,878
4907
$350K ﹤0.01%
114
-14
4908
$350K ﹤0.01%
297,546
-12,813
4909
$350K ﹤0.01%
27,032
+7,288
4910
$349K ﹤0.01%
34,434
+2,449
4911
$349K ﹤0.01%
14,829
+1,387
4912
$348K ﹤0.01%
2,209
+271
4913
$348K ﹤0.01%
32,086
+16,193
4914
$348K ﹤0.01%
25,524
+1,420
4915
$347K ﹤0.01%
11,269
-2,075
4916
$346K ﹤0.01%
49,763
+11,032
4917
$345K ﹤0.01%
276,020
-622,862
4918
$343K ﹤0.01%
15,751
+10,230
4919
$343K ﹤0.01%
30,036
-2,018
4920
$343K ﹤0.01%
24,396
+1,326
4921
$342K ﹤0.01%
86,871
+1,760
4922
$342K ﹤0.01%
28,330
+1,182
4923
$341K ﹤0.01%
13,727
-434
4924
$341K ﹤0.01%
58,593
+1,559
4925
$340K ﹤0.01%
30,119
+1,353
195 196
197
198 199