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
1326
$23.5M 0.01%
522,022
-266,882
1327
$23.4M 0.01%
1,624,569
-870,251
1328
$23.4M 0.01%
774,685
+68,898
1329
$23.4M 0.01%
1,477,667
-88,537
1330
$23.3M 0.01%
1,574,081
-233,037
1331
$23.3M 0.01%
535,817
+376,403
1332
$23.3M 0.01%
784,265
-152,808
1333
$23.3M 0.01%
665,311
-44,826
1334
$23.3M 0.01%
276,944
+11,508
1335
$23.2M 0.01%
233,411
-225,588
1336
$23.2M 0.01%
1,177,915
+579,810
1337
$23.1M 0.01%
3,925,143
+40,931
1338
$23.1M 0.01%
367,462
+60,474
1339
$23.1M 0.01%
283,765
-475,818
1340
$23M 0.01%
1,302,615
-297,779
1341
$23M 0.01%
528,950
-484,937
1342
$22.9M 0.01%
431,134
-25,247
1343
$22.9M 0.01%
531,980
-534,644
1344
$22.9M 0.01%
1,034,924
-126,762
1345
$22.9M 0.01%
477,177
+137,210
1346
$22.9M 0.01%
340,702
+27,460
1347
$22.8M 0.01%
18,108
-157
1348
$22.8M 0.01%
367,068
+56,726
1349
$22.8M 0.01%
2,299,032
+201,275
1350
$22.8M 0.01%
1,693,635
-27,430
52 53
54
55 56