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
1726
$14.7M ﹤0.01%
119,949
-264,838
1727
$14.7M ﹤0.01%
680,649
+219,748
1728
$14.7M ﹤0.01%
221,347
-141,386
1729
$14.7M ﹤0.01%
509,633
+292,578
1730
$14.7M ﹤0.01%
1,985,503
-29,930
1731
$14.7M ﹤0.01%
543,840
+42,564
1732
$14.6M ﹤0.01%
247,359
-64,312
1733
$14.6M ﹤0.01%
867,089
-167,397
1734
$14.6M ﹤0.01%
1,125,402
-67,963
1735
$14.6M ﹤0.01%
747,130
+96,835
1736
$14.6M ﹤0.01%
238,672
-2,249
1737
$14.5M ﹤0.01%
3,113,367
-983,765
1738
$14.5M ﹤0.01%
408,406
+44,629
1739
$14.5M ﹤0.01%
242,693
-30,921
1740
$14.5M ﹤0.01%
270,978
+78,874
1741
$14.4M ﹤0.01%
503,068
-77,976
1742
$14.4M ﹤0.01%
1,381,242
-61,724
1743
$14.4M ﹤0.01%
463,151
-65,362
1744
$14.4M ﹤0.01%
427,810
+193,875
1745
$14.4M ﹤0.01%
608,840
+246,540
1746
$14.4M ﹤0.01%
581,842
+354,677
1747
$14.4M ﹤0.01%
408,395
+43,948
1748
$14.3M ﹤0.01%
+791,642
1749
$14.3M ﹤0.01%
254,031
+40,585
1750
$14.3M ﹤0.01%
681,450
-493,260
68 69
70
71 72