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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
5851
$21K ﹤0.01%
8,973
5852
$21K ﹤0.01%
772
5853
$21K ﹤0.01%
500
5854
$21K ﹤0.01%
9,192
-1,826
5855
$21K ﹤0.01%
+882
5856
$20K ﹤0.01%
1,374
-2,180
5857
$20K ﹤0.01%
+68
5858
$20K ﹤0.01%
2,600
+500
5859
$20K ﹤0.01%
11,322
5860
$20K ﹤0.01%
10,544
-656
5861
$20K ﹤0.01%
6,435
+1,280
5862
$20K ﹤0.01%
1,008
+508
5863
$20K ﹤0.01%
2,345
5864
$20K ﹤0.01%
2,475
-3,471
5865
$20K ﹤0.01%
988
5866
$19K ﹤0.01%
15
5867
$19K ﹤0.01%
4,426
-800
5868
$19K ﹤0.01%
377
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5869
$19K ﹤0.01%
2,420
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5870
$19K ﹤0.01%
685
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5871
$19K ﹤0.01%
1,100
5872
$19K ﹤0.01%
+916
5873
$19K ﹤0.01%
732
-55
5874
$19K ﹤0.01%
10,000
5875
$19K ﹤0.01%
750
233 234
235
236 237