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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
6001
$10K ﹤0.01%
1,894
-7
6002
$10K ﹤0.01%
173
6003
$10K ﹤0.01%
337
+48
6004
$10K ﹤0.01%
4
-1
6005
$10K ﹤0.01%
+291
6006
$10K ﹤0.01%
+500
6007
$9K ﹤0.01%
6,208
-305
6008
$9K ﹤0.01%
+700
6009
$9K ﹤0.01%
478
-143
6010
$9K ﹤0.01%
4,107
-12
6011
$9K ﹤0.01%
+369
6012
$9K ﹤0.01%
602
6013
$9K ﹤0.01%
118
-55
6014
$9K ﹤0.01%
500
6015
$9K ﹤0.01%
2,635
-25
6016
$9K ﹤0.01%
371
6017
$9K ﹤0.01%
3,752
+33
6018
$9K ﹤0.01%
1,013
-1,573
6019
$9K ﹤0.01%
+402
6020
$9K ﹤0.01%
2,380
-1,614
6021
$9K ﹤0.01%
2,691
+2,682
6022
$9K ﹤0.01%
421
6023
$9K ﹤0.01%
858
-380
6024
$9K ﹤0.01%
841
+143
6025
$9K ﹤0.01%
355
-1,187