Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
7,050
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$544M
3
+$425M
4
NOW icon
ServiceNow
NOW
+$395M
5
TAL icon
TAL Education Group
TAL
+$387M

Top Sells

1
+$1.14B
2
+$1.08B
3
+$954M
4
QCOM icon
Qualcomm
QCOM
+$688M
5
AVGO icon
Broadcom
AVGO
+$573M

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
5601
$54K ﹤0.01%
1,200
-20,161
5602
$54K ﹤0.01%
15,306
-20,377
5603
$54K ﹤0.01%
6,571
-1,507
5604
$54K ﹤0.01%
11,057
+10,654
5605
$53K ﹤0.01%
1,273
-4,273
5606
$53K ﹤0.01%
1,114
-3,309
5607
$53K ﹤0.01%
9,434
+1,657
5608
$53K ﹤0.01%
2,629
-578
5609
$53K ﹤0.01%
3,936
5610
$52K ﹤0.01%
5,319
-6,502
5611
$52K ﹤0.01%
2,829
-150
5612
$52K ﹤0.01%
12,415
-1,850
5613
$52K ﹤0.01%
1,008
5614
$51K ﹤0.01%
1,625
5615
$51K ﹤0.01%
596
+145
5616
$51K ﹤0.01%
8,020
-261
5617
$51K ﹤0.01%
23,950
5618
$51K ﹤0.01%
8,784
-3,066
5619
$51K ﹤0.01%
38
+36
5620
$51K ﹤0.01%
24,172
-5,943
5621
$51K ﹤0.01%
12,991
-14,853
5622
$50K ﹤0.01%
26,687
-3,070
5623
$50K ﹤0.01%
11,344
-27,194
5624
$50K ﹤0.01%
9,923
-7,543
5625
$50K ﹤0.01%
533
+262
223 224
225
226 227