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
5526
$72K ﹤0.01%
3,599
-4,551
5527
$70K ﹤0.01%
10,465
+126
5528
$70K ﹤0.01%
5,977
-500
5529
$70K ﹤0.01%
2,804
+1,145
5530
$70K ﹤0.01%
7,798
-19,150
5531
$70K ﹤0.01%
439
+15
5532
$69K ﹤0.01%
1,649
+890
5533
$69K ﹤0.01%
2,040
-240
5534
$69K ﹤0.01%
9,884
-2,625
5535
$68K ﹤0.01%
2,497
-1,230
5536
$68K ﹤0.01%
9,420
-4,996
5537
$67K ﹤0.01%
71
-1,421
5538
$64K ﹤0.01%
1,403
-2,282
5539
$64K ﹤0.01%
844
+225
5540
$64K ﹤0.01%
3,989
-6,914
5541
$64K ﹤0.01%
686
-1,150
5542
$64K ﹤0.01%
1,654
5543
$64K ﹤0.01%
5,842
-488
5544
$64K ﹤0.01%
1,874
-11,969
5545
$64K ﹤0.01%
11,432
+9,596
5546
$64K ﹤0.01%
7,850
+10
5547
$63K ﹤0.01%
3,850
-573
5548
$63K ﹤0.01%
33,014
+10,645
5549
$63K ﹤0.01%
2,185
+2,010
5550
$63K ﹤0.01%
1,612
-306
220 221
222
223 224