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
5276
$151K ﹤0.01%
24,857
+20,242
5277
$150K ﹤0.01%
19,683
+1,518
5278
$149K ﹤0.01%
1,226
+21
5279
$149K ﹤0.01%
9,251
+5,039
5280
$149K ﹤0.01%
82,250
-1,450
5281
$149K ﹤0.01%
11,437
+7,874
5282
$148K ﹤0.01%
8,320
+4,716
5283
$147K ﹤0.01%
26,949
+4,186
5284
$147K ﹤0.01%
3,111
-21
5285
$146K ﹤0.01%
40,242
-13,041
5286
$145K ﹤0.01%
9,128
-7,898
5287
$145K ﹤0.01%
6,586
+6,578
5288
$144K ﹤0.01%
951
+624
5289
$144K ﹤0.01%
14,353
+13,942
5290
$143K ﹤0.01%
10,462
-429
5291
$143K ﹤0.01%
9,822
-1,000
5292
$143K ﹤0.01%
7,289
-1,003
5293
$142K ﹤0.01%
22,186
-1,802
5294
$142K ﹤0.01%
14,464
-25,896
5295
$141K ﹤0.01%
240
-6
5296
$141K ﹤0.01%
5,600
-40,939
5297
$141K ﹤0.01%
+890
5298
$140K ﹤0.01%
4,829
+1,315
5299
$140K ﹤0.01%
4,153
-1,527
5300
$140K ﹤0.01%
7,687
+3,707
210 211
212
213 214