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
1476
$19.6M 0.01%
1,603,423
-271,519
1477
$19.6M 0.01%
1,463,835
-368,599
1478
$19.6M 0.01%
301,463
+101,043
1479
$19.5M 0.01%
1,574,323
+369,939
1480
$19.5M 0.01%
253,018
-93,368
1481
$19.4M 0.01%
2,373,828
+83,470
1482
$19.4M 0.01%
569,595
-406,672
1483
$19.4M 0.01%
1,361,396
-6,096,811
1484
$19.3M 0.01%
181,023
+5,205
1485
$19.3M 0.01%
983,632
-178,945
1486
$19.3M 0.01%
2,258
-293
1487
$19.3M 0.01%
242,377
-150,673
1488
$19.2M 0.01%
505,774
+10,898
1489
$19.2M 0.01%
462,296
+123,633
1490
$19.2M 0.01%
190,497
+15,592
1491
$19.2M 0.01%
705,727
-92,249
1492
$19.1M 0.01%
878,187
-770,579
1493
$19.1M 0.01%
82,179
+59,621
1494
$19M 0.01%
203,128
-57,387
1495
$19M 0.01%
283,478
+49,276
1496
$19M 0.01%
473,231
-140,238
1497
$19M 0.01%
281,429
-69,339
1498
$19M 0.01%
2,684,948
-818,349
1499
$18.9M 0.01%
498,482
+56,718
1500
$18.9M 0.01%
1,006,760
-432,193
58 59
60
61 62