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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
6626
$0 ﹤0.01%
399
6627
$0 ﹤0.01%
+182
6628
$0 ﹤0.01%
42
6629
– –
-24,475
6630
– –
-2
6631
$0 ﹤0.01%
7
-8
6632
$0 ﹤0.01%
12
-2,408
6633
– –
-108
6634
– –
-2,621
6635
$0 ﹤0.01%
16
6636
$0 ﹤0.01%
14,223
6637
$0 ﹤0.01%
21
-1
6638
– –
-1
6639
$0 ﹤0.01%
429
-2,800
6640
$0 ﹤0.01%
350
-150
6641
– –
-9,601
6642
$0 ﹤0.01%
17,509
-13,500
6643
$0 ﹤0.01%
1
6644
$0 ﹤0.01%
5
-9
6645
– –
-3,000
6646
$0 ﹤0.01%
52,996
+600
6647
$0 ﹤0.01%
3
-1,196
6648
$0 ﹤0.01%
1
-4,425
6649
– –
-71,703
6650
– –
-734,664
264 265
266
267 268