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
5251
$160K ﹤0.01%
159,524
-8,741
5252
$159K ﹤0.01%
8,340
+6,024
5253
$159K ﹤0.01%
3,915
+219
5254
$159K ﹤0.01%
14,014
-1,708
5255
$158K ﹤0.01%
5,348
-267
5256
$158K ﹤0.01%
15,008
-4,185
5257
$157K ﹤0.01%
70,480
+27,573
5258
$156K ﹤0.01%
781
-312
5259
$156K ﹤0.01%
3,656
-400
5260
$155K ﹤0.01%
34,620
-18,497
5261
$155K ﹤0.01%
6,170
-900
5262
$155K ﹤0.01%
20,456
-135,157
5263
$154K ﹤0.01%
64,552
-2,765
5264
$154K ﹤0.01%
11,175
-349
5265
$154K ﹤0.01%
24,040
-76,418
5266
$153K ﹤0.01%
15,076
-907
5267
$153K ﹤0.01%
18,281
+813
5268
$153K ﹤0.01%
5,176
+4,717
5269
$153K ﹤0.01%
30,435
-400
5270
$153K ﹤0.01%
6,636
-10,881
5271
$152K ﹤0.01%
17,830
+5,780
5272
$152K ﹤0.01%
141,503
-154,421
5273
$152K ﹤0.01%
4,791
+150
5274
$151K ﹤0.01%
5,578
+3,621
5275
$151K ﹤0.01%
3,056
-8,290
209 210
211
212 213