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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5576
$58K ﹤0.01%
87,000
+3,100
5577
$58K ﹤0.01%
553
-135
5578
$58K ﹤0.01%
12,335
+7,200
5579
$58K ﹤0.01%
31,669
-14,505
5580
$57K ﹤0.01%
2,599
+362
5581
$57K ﹤0.01%
8,283
+2,400
5582
$57K ﹤0.01%
10,872
+10,000
5583
$57K ﹤0.01%
4,730
-4
5584
$57K ﹤0.01%
7,261
-1,090
5585
$57K ﹤0.01%
38,135
-29,596
5586
$57K ﹤0.01%
15,000
+14,900
5587
$57K ﹤0.01%
+951
5588
$56K ﹤0.01%
6,177
-3,301
5589
$56K ﹤0.01%
1,627
+752
5590
$56K ﹤0.01%
+530
5591
$56K ﹤0.01%
2,527
-4,700
5592
$56K ﹤0.01%
151,287
-128,108
5593
$56K ﹤0.01%
1,566
-4,470
5594
$56K ﹤0.01%
4,400
+4,270
5595
$56K ﹤0.01%
1,839
5596
$55K ﹤0.01%
4,559
-49,610
5597
$55K ﹤0.01%
4,950
-3,384
5598
$55K ﹤0.01%
1,156
5599
$55K ﹤0.01%
11,130
+116
5600
$54K ﹤0.01%
1,200
-20,161
222 223
224
225 226