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
5426
$101K ﹤0.01%
137,748
+49,449
5427
$101K ﹤0.01%
233,300
+13,000
5428
$100K ﹤0.01%
14,329
+7,658
5429
$100K ﹤0.01%
19,138
-850
5430
$99K ﹤0.01%
3,724
-912
5431
$99K ﹤0.01%
26,923
-64,072
5432
$99K ﹤0.01%
30,386
-4,154
5433
$99K ﹤0.01%
3,622
+1,058
5434
$99K ﹤0.01%
1,929
-336
5435
$98K ﹤0.01%
71,799
-3,247
5436
$98K ﹤0.01%
35,567
+9,867
5437
$98K ﹤0.01%
1,080
+1,069
5438
$98K ﹤0.01%
362,807
-132,084
5439
$97K ﹤0.01%
17,255
-8,920
5440
$97K ﹤0.01%
1,056
5441
$96K ﹤0.01%
53,084
-260
5442
$96K ﹤0.01%
8,231
-1,169
5443
$96K ﹤0.01%
2,857
-30
5444
$95K ﹤0.01%
248
+15
5445
$94K ﹤0.01%
2,975
+901
5446
$93K ﹤0.01%
6,991
+6,195
5447
$93K ﹤0.01%
68,243
-607
5448
$93K ﹤0.01%
38,668
-13,099
5449
$93K ﹤0.01%
179,600
5450
$93K ﹤0.01%
270
+73
216 217
218
219 220