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
1576
$17.4M 0.01%
205,060
+15,807
1577
$17.4M 0.01%
422,751
-134,850
1578
$17.3M 0.01%
189,337
-176,710
1579
$17.3M 0.01%
424,361
-266,147
1580
$17.3M 0.01%
1,458,464
-115,771
1581
$17.3M 0.01%
661,233
+140,884
1582
$17.3M 0.01%
230,990
-177,220
1583
$17.3M 0.01%
176,355
-18,848
1584
$17.2M 0.01%
1,045,763
+283,142
1585
$17.2M 0.01%
300,030
+46,781
1586
$17.2M 0.01%
3,157,686
+26,300
1587
$17.2M 0.01%
727,896
+82,762
1588
$17.2M 0.01%
404,964
-79,197
1589
$17.2M 0.01%
522,097
-778,297
1590
$17.1M 0.01%
301,269
-140,134
1591
$17.1M 0.01%
4,654,108
-985,861
1592
$17.1M 0.01%
171,090
-97,454
1593
$17.1M 0.01%
716,108
+94,851
1594
$17.1M 0.01%
506,997
+415,359
1595
$17.1M 0.01%
121,801
+23,125
1596
$17.1M 0.01%
300,641
-40,878
1597
$17.1M 0.01%
639,720
-153,722
1598
$17M 0.01%
814,501
+380,333
1599
$17M 0.01%
350,970
+199,112
1600
$17M 0.01%
201,088
+7,300