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
1251
$25.2M 0.01%
2,413,918
+62,430
1252
$25.2M 0.01%
644,504
+424,783
1253
$25.2M 0.01%
2,389,402
-745,728
1254
$25.2M 0.01%
1,272,897
+267
1255
$25.1M 0.01%
1,020,519
-163,164
1256
$25.1M 0.01%
547,994
-52,566
1257
$25.1M 0.01%
3,832,643
+675,335
1258
$25M 0.01%
434,859
+58,808
1259
$25M 0.01%
566,320
+122,787
1260
$25M 0.01%
10,270
-5,136
1261
$25M 0.01%
816,161
-1,313,720
1262
$25M 0.01%
437
-332
1263
$24.9M 0.01%
1,487,565
-1,175,735
1264
$24.9M 0.01%
823,110
+374,717
1265
$24.9M 0.01%
568,843
+45,650
1266
$24.9M 0.01%
26,251
+7,108
1267
$24.9M 0.01%
2,128,707
+838,705
1268
$24.8M 0.01%
1,358,943
+155,255
1269
$24.8M 0.01%
437,182
+50,990
1270
$24.8M 0.01%
854,259
+20,786
1271
$24.8M 0.01%
480,000
+29,990
1272
$24.8M 0.01%
616,936
-953,322
1273
$24.7M 0.01%
1,149,668
+123,314
1274
$24.7M 0.01%
569,646
-45,928
1275
$24.7M 0.01%
302,107
+72,500
49 50
51
52 53