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
1601
$17M 0.01%
285,910
+36,464
1602
$17M 0.01%
1,158,320
+233,081
1603
$17M 0.01%
2,509,470
+271,728
1604
$17M 0.01%
393,851
+248,221
1605
$16.9M 0.01%
389,861
-397,849
1606
$16.9M 0.01%
1,822,665
-2,013,519
1607
$16.9M 0.01%
320,678
-158,579
1608
$16.9M 0.01%
398,666
-67,983
1609
$16.9M 0.01%
268,592
+75,913
1610
$16.9M 0.01%
1,712,936
+148,520
1611
$16.8M 0.01%
1,330,797
-281,818
1612
$16.8M 0.01%
717,862
+131,166
1613
$16.8M 0.01%
489,015
+11,275
1614
$16.8M 0.01%
985,030
+206,307
1615
$16.8M 0.01%
317,880
-142,178
1616
$16.8M 0.01%
381,938
-119,605
1617
$16.7M 0.01%
215,483
-161,764
1618
$16.7M 0.01%
404,389
+157,281
1619
$16.7M 0.01%
897,528
+206,223
1620
$16.7M 0.01%
484,262
+24,752
1621
$16.7M 0.01%
598,940
+55,663
1622
$16.7M 0.01%
190,641
-2,163
1623
$16.7M 0.01%
147,374
-40,464
1624
$16.7M 0.01%
628,743
+137,178
1625
$16.6M 0.01%
628,653
+147,767
63 64
65
66 67