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
1776
$13.8M ﹤0.01%
544,190
+249,423
1777
$13.8M ﹤0.01%
776,413
-187,204
1778
$13.8M ﹤0.01%
817,999
+205,732
1779
$13.8M ﹤0.01%
1,691,257
+1,534,332
1780
$13.8M ﹤0.01%
561,279
+87,309
1781
$13.8M ﹤0.01%
206,663
+3,476
1782
$13.8M ﹤0.01%
2,498,469
-403,472
1783
$13.8M ﹤0.01%
7,161,128
+6,617,107
1784
$13.8M ﹤0.01%
225,068
-38,502
1785
$13.8M ﹤0.01%
680,712
-369,901
1786
$13.7M ﹤0.01%
2,226,093
+815,432
1787
$13.7M ﹤0.01%
743,120
-313,111
1788
$13.7M ﹤0.01%
369,351
-179,993
1789
$13.7M ﹤0.01%
581,448
+95,427
1790
$13.7M ﹤0.01%
848,509
-2,088,331
1791
$13.7M ﹤0.01%
455,632
+260,077
1792
$13.6M ﹤0.01%
226,284
+31,011
1793
$13.6M ﹤0.01%
321,657
+139,216
1794
$13.6M ﹤0.01%
398,343
+59,315
1795
$13.6M ﹤0.01%
192,136
+152,246
1796
$13.6M ﹤0.01%
1,035,157
+385,663
1797
$13.6M ﹤0.01%
254,559
-99,725
1798
$13.6M ﹤0.01%
674,307
+659,453
1799
$13.5M ﹤0.01%
1,668,203
+31,498
1800
$13.5M ﹤0.01%
280,080
-1,107,234
70 71
72
73 74