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
5226
$169K ﹤0.01%
12,790
5227
$169K ﹤0.01%
15,399
-345,244
5228
$168K ﹤0.01%
90,869
+10,324
5229
$168K ﹤0.01%
11,671
-3,468
5230
$167K ﹤0.01%
14,635
-109
5231
$167K ﹤0.01%
3,003
-334
5232
$167K ﹤0.01%
35,471
-6,653
5233
$166K ﹤0.01%
7,131
-1,871
5234
$166K ﹤0.01%
181,454
-46,700
5235
$166K ﹤0.01%
20,723
-363
5236
$166K ﹤0.01%
+3,015
5237
$165K ﹤0.01%
4,687
+370
5238
$164K ﹤0.01%
17,636
+9,767
5239
$164K ﹤0.01%
26,799
+12,775
5240
$164K ﹤0.01%
+10,604
5241
$163K ﹤0.01%
37,202
-10,647
5242
$163K ﹤0.01%
8,739
-385
5243
$162K ﹤0.01%
1,767
+25
5244
$162K ﹤0.01%
20,093
+6,790
5245
$161K ﹤0.01%
+12,502
5246
$161K ﹤0.01%
14,028
-740
5247
$161K ﹤0.01%
2,439
-2,100
5248
$160K ﹤0.01%
349
-167
5249
$160K ﹤0.01%
49,338
+41,448
5250
$160K ﹤0.01%
187,274
+3,646
208 209
210
211 212