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
5551
$63K ﹤0.01%
6,500
5552
$62K ﹤0.01%
4,900
-200
5553
$62K ﹤0.01%
14,700
-1,056
5554
$62K ﹤0.01%
10,067
+2,166
5555
$61K ﹤0.01%
2,217
-646
5556
$61K ﹤0.01%
1,891
-41,343
5557
$61K ﹤0.01%
14,782
+3,513
5558
$61K ﹤0.01%
5,662
-4,074
5559
$61K ﹤0.01%
20,344
+7
5560
$61K ﹤0.01%
17,641
+993
5561
$61K ﹤0.01%
3,345
+2,556
5562
$61K ﹤0.01%
13,039
+10,339
5563
$60K ﹤0.01%
3,892
+1,768
5564
$60K ﹤0.01%
5,454
+2,200
5565
$60K ﹤0.01%
41,709
+2,540
5566
$60K ﹤0.01%
13,600
-1,607,284
5567
$60K ﹤0.01%
8,552
-206
5568
$60K ﹤0.01%
4,925
+113
5569
$59K ﹤0.01%
4,349
+395
5570
$59K ﹤0.01%
16,974
+1,253
5571
$59K ﹤0.01%
2,534
-3,138
5572
$59K ﹤0.01%
1,681
-4
5573
$58K ﹤0.01%
12,335
+7,200
5574
$58K ﹤0.01%
31,669
-14,505
5575
$58K ﹤0.01%
1,490
+838
221 222
223
224 225