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
1501
$18.9M 0.01%
1,120,169
-263,456
1502
$18.8M 0.01%
448,078
+168,017
1503
$18.8M 0.01%
197,660
-35,504
1504
$18.8M 0.01%
950,725
+421,063
1505
$18.8M 0.01%
252,163
+13,192
1506
$18.8M 0.01%
850,319
-5,375
1507
$18.8M 0.01%
601,073
+74,040
1508
$18.7M 0.01%
208,236
-104,920
1509
$18.7M 0.01%
1,770,113
+42,724
1510
$18.7M 0.01%
1,016,598
+704,470
1511
$18.6M 0.01%
466,143
+256,594
1512
$18.6M 0.01%
399,718
+185,412
1513
$18.6M 0.01%
1,072,932
-61,094
1514
$18.6M 0.01%
1,056,581
+29,335
1515
$18.6M 0.01%
317,174
-319,390
1516
$18.6M 0.01%
667,789
-19,616
1517
$18.5M 0.01%
107,490
-303,195
1518
$18.5M 0.01%
331,102
+221,424
1519
$18.5M 0.01%
359,296
-79,460
1520
$18.4M 0.01%
201,056
+7,589
1521
$18.4M 0.01%
5,689,292
-1,427,916
1522
$18.4M 0.01%
891,531
-88,834
1523
$18.4M 0.01%
+894,443
1524
$18.3M 0.01%
284,186
+72,561
1525
$18.3M 0.01%
1,039,614
+820,812
59 60
61
62 63