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
1376
$21.9M 0.01%
1,357,512
+42,303
1377
$21.9M 0.01%
645,533
-46,353
1378
$21.9M 0.01%
684,772
-159,359
1379
$21.9M 0.01%
3,339,155
+830,426
1380
$21.9M 0.01%
522,385
+258,271
1381
$21.9M 0.01%
1,472,672
+1,184,532
1382
$21.8M 0.01%
383,542
-76,132
1383
$21.8M 0.01%
476,831
-135,027
1384
$21.8M 0.01%
220,804
-9,781
1385
$21.8M 0.01%
243,795
-293,938
1386
$21.7M 0.01%
770,804
-80,245
1387
$21.7M 0.01%
1,222,760
+1,218,087
1388
$21.7M 0.01%
895,760
-196,599
1389
$21.6M 0.01%
855,537
+487,789
1390
$21.6M 0.01%
1,027,844
-58,230
1391
$21.5M 0.01%
307,216
+80,525
1392
$21.5M 0.01%
9,885,769
+90,777
1393
$21.4M 0.01%
1,309,968
+885,512
1394
$21.4M 0.01%
352,127
+59,626
1395
$21.4M 0.01%
540,958
-39,749
1396
$21.4M 0.01%
62,821
+9,452
1397
$21.4M 0.01%
526,204
-5,771
1398
$21.4M 0.01%
721,844
+67,782
1399
$21.3M 0.01%
1,003,898
-694,880
1400
$21.3M 0.01%
133,390
-87,962
54 55
56
57 58