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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
6501
– –
-63,244
6502
$0 ﹤0.01%
+4
6503
$0 ﹤0.01%
76
-24
6504
$0 ﹤0.01%
93
6505
– –
-774,524
6506
$0 ﹤0.01%
20
-300
6507
– –
-1,600
6508
– –
-200
6509
– –
-867
6510
$0 ﹤0.01%
123
-1,036
6511
$0 ﹤0.01%
1
6512
$0 ﹤0.01%
61
-41
6513
$0 ﹤0.01%
36
-886
6514
$0 ﹤0.01%
1
6515
– –
-100
6516
$0 ﹤0.01%
2,119
-991
6517
– –
-797,702
6518
– –
-177,860
6519
– –
-5,413
6520
– –
-51,466
6521
– –
-26,006
6522
– –
-66,179
6523
– –
-45,744
6524
– –
-20,024
6525
– –
-286,887
259 260
261
262 263