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
1351
$22.8M 0.01%
247,861
-216,036
1352
$22.8M 0.01%
91
-11
1353
$22.8M 0.01%
978,986
+666,570
1354
$22.7M 0.01%
1,099,705
+372,870
1355
$22.7M 0.01%
1,063,476
-84,990
1356
$22.7M 0.01%
2,293,111
-19,077
1357
$22.7M 0.01%
353,929
+27,218
1358
$22.6M 0.01%
250,080
+24,206
1359
$22.6M 0.01%
+450,625
1360
$22.6M 0.01%
227,537
+129,385
1361
$22.5M 0.01%
171,592
-2,678
1362
$22.5M 0.01%
267,075
+41,689
1363
$22.5M 0.01%
229,368
-14,665
1364
$22.5M 0.01%
558,389
+230,435
1365
$22.4M 0.01%
799,063
+13,417
1366
$22.4M 0.01%
984,711
-265,094
1367
$22.4M 0.01%
707,700
-179,337
1368
$22.3M 0.01%
869,156
+189,973
1369
$22.3M 0.01%
531,403
-44,738
1370
$22.3M 0.01%
932,311
-12,977
1371
$22.3M 0.01%
577,324
+281,464
1372
$22.1M 0.01%
676,696
-357,906
1373
$22.1M 0.01%
1,382,964
-3,807
1374
$22M 0.01%
219,584
+177,474
1375
$22M 0.01%
878,887
-99,067
53 54
55
56 57