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
1676
$15.7M ﹤0.01%
1,078,237
-1,663,270
1677
$15.7M ﹤0.01%
1,013,787
-664,651
1678
$15.7M ﹤0.01%
1,114,081
+88,948
1679
$15.6M ﹤0.01%
756,662
+166,993
1680
$15.6M ﹤0.01%
66,141
+1,500
1681
$15.6M ﹤0.01%
275,229
-20,797
1682
$15.6M ﹤0.01%
1,406,015
+358,695
1683
$15.6M ﹤0.01%
532,231
+126,948
1684
$15.5M ﹤0.01%
1,124,810
+109,352
1685
$15.5M ﹤0.01%
166,992
-18,537
1686
$15.5M ﹤0.01%
504,977
-71,875
1687
$15.5M ﹤0.01%
1,622,393
-83,884
1688
$15.4M ﹤0.01%
1,537,091
+84,595
1689
$15.4M ﹤0.01%
255,449
+102,977
1690
$15.4M ﹤0.01%
622,582
-230,360
1691
$15.4M ﹤0.01%
228,156
+20,543
1692
$15.4M ﹤0.01%
2,000,918
-1,191,309
1693
$15.4M ﹤0.01%
1,225,835
-1,352,936
1694
$15.4M ﹤0.01%
230,875
+20,122
1695
$15.3M ﹤0.01%
366,347
-137,774
1696
$15.3M ﹤0.01%
962,480
+325,355
1697
$15.3M ﹤0.01%
1,035,144
+710,371
1698
$15.2M ﹤0.01%
545,718
+141,383
1699
$15.2M ﹤0.01%
384,490
+142,459
1700
$15.2M ﹤0.01%
855,293
+79,654
66 67
68
69 70