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
1701
$15.2M ﹤0.01%
1,342,230
+1,248,949
1702
$15.2M ﹤0.01%
795,176
+375,240
1703
$15.2M ﹤0.01%
435,937
+45,281
1704
$15.2M ﹤0.01%
443,752
+4,090
1705
$15.2M ﹤0.01%
824,789
-18,795
1706
$15.1M ﹤0.01%
536,636
-773,328
1707
$15.1M ﹤0.01%
1,428,766
+929,642
1708
$15.1M ﹤0.01%
1,526,644
+1,039,836
1709
$15.1M ﹤0.01%
540,465
+15,787
1710
$15.1M ﹤0.01%
420,054
+327,236
1711
$15.1M ﹤0.01%
242,770
-63,796
1712
$15.1M ﹤0.01%
1,514,382
+240,852
1713
$15.1M ﹤0.01%
507,624
-669,968
1714
$15M ﹤0.01%
324,396
+14,232
1715
$15M ﹤0.01%
24,073
-14,688
1716
$15M ﹤0.01%
282,257
-407,125
1717
$15M ﹤0.01%
569,095
-22,940
1718
$15M ﹤0.01%
481,080
+445,456
1719
$15M ﹤0.01%
424,217
+175,323
1720
$14.9M ﹤0.01%
423,985
+246,250
1721
$14.9M ﹤0.01%
563,538
+31,067
1722
$14.8M ﹤0.01%
465,280
-306,681
1723
$14.8M ﹤0.01%
309,865
-224,505
1724
$14.8M ﹤0.01%
731,151
-195,051
1725
$14.8M ﹤0.01%
1,088,948
+28,569
67 68
69
70 71