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
1751
$14.3M ﹤0.01%
550,193
+124,915
1752
$14.2M ﹤0.01%
875,187
-18,054
1753
$14.2M ﹤0.01%
1,099,703
+61,024
1754
$14.2M ﹤0.01%
88,916
-23,744
1755
$14.2M ﹤0.01%
1,141,203
+14,901
1756
$14.2M ﹤0.01%
296,156
-279,926
1757
$14.1M ﹤0.01%
716,956
+31,440
1758
$14.1M ﹤0.01%
562,530
+260,658
1759
$14.1M ﹤0.01%
316,800
-205,321
1760
$14.1M ﹤0.01%
349,547
+247,697
1761
$14.1M ﹤0.01%
1,611,098
+1,401,377
1762
$14M ﹤0.01%
183,928
-87,066
1763
$14M ﹤0.01%
625,769
-418,509
1764
$14M ﹤0.01%
557,122
+54,793
1765
$14M ﹤0.01%
649,391
+99,995
1766
$14M ﹤0.01%
577,281
+350,676
1767
$14M ﹤0.01%
623,392
-200,834
1768
$13.9M ﹤0.01%
1,340,951
+334,285
1769
$13.9M ﹤0.01%
1,074,219
-37,275
1770
$13.9M ﹤0.01%
263,874
-25,364
1771
$13.9M ﹤0.01%
187,656
+46,223
1772
$13.9M ﹤0.01%
479,913
+439,335
1773
$13.9M ﹤0.01%
308,066
-93,286
1774
$13.9M ﹤0.01%
358,464
-128,554
1775
$13.9M ﹤0.01%
1,333,557
-69,339
69 70
71
72 73