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
1176
$28.1M 0.01%
710,119
+392,467
1177
$28.1M 0.01%
1,619,840
+51,686
1178
$28M 0.01%
3,390,978
+424,980
1179
$28M 0.01%
529,290
-125,856
1180
$28M 0.01%
545,953
-61,424
1181
$28M 0.01%
1,087,862
+369,159
1182
$27.9M 0.01%
+1,114,200
1183
$27.9M 0.01%
661,084
+43,875
1184
$27.8M 0.01%
1,355,381
-225,341
1185
$27.8M 0.01%
288,944
-1,696,596
1186
$27.7M 0.01%
1,543,040
+75,360
1187
$27.7M 0.01%
1,240,251
-57,744
1188
$27.7M 0.01%
386,061
-733,302
1189
$27.6M 0.01%
1,376,778
-232,636
1190
$27.6M 0.01%
807,358
-14,570
1191
$27.5M 0.01%
2,248,774
+1,459,148
1192
$27.4M 0.01%
236,412
-95,380
1193
$27.4M 0.01%
3,312,965
+323,735
1194
$27.4M 0.01%
2,159,916
-120,819
1195
$27.4M 0.01%
1,483,415
-761,619
1196
$27.3M 0.01%
931,472
-195,806
1197
$27.2M 0.01%
578,745
-134,295
1198
$27.2M 0.01%
550,559
-3,066
1199
$27.2M 0.01%
2,032,392
-389,597
1200
$27.2M 0.01%
278,570
+129,203
46 47
48
49 50