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
5751
$31K ﹤0.01%
4,757
-11,751
5752
$31K ﹤0.01%
1,615
+1,560
5753
$31K ﹤0.01%
5,033
-14,271
5754
$31K ﹤0.01%
13,622
-20
5755
$31K ﹤0.01%
9,463
+4,529
5756
$31K ﹤0.01%
7,851
+3,541
5757
$31K ﹤0.01%
11,293
+1,422
5758
$31K ﹤0.01%
2,826
+23
5759
$31K ﹤0.01%
2,680
5760
$31K ﹤0.01%
3,138
5761
$30K ﹤0.01%
31,525
-21,400
5762
$30K ﹤0.01%
1,273
5763
$30K ﹤0.01%
1,295
-3,434
5764
$30K ﹤0.01%
718
5765
$30K ﹤0.01%
12,053
-4,092
5766
$30K ﹤0.01%
4,433
-18,204
5767
$30K ﹤0.01%
3,865
-4,530
5768
$30K ﹤0.01%
4,300
-285
5769
$30K ﹤0.01%
24,707
-3,884
5770
$30K ﹤0.01%
+5,366
5771
$30K ﹤0.01%
9,901
-10,425
5772
$30K ﹤0.01%
995
-200
5773
$29K ﹤0.01%
201
+200
5774
$29K ﹤0.01%
+4,797
5775
$29K ﹤0.01%
4,988
+1,830
229 230
231
232 233