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
1876
$12.4M ﹤0.01%
1,253,491
-52,351
1877
$12.4M ﹤0.01%
630,510
-400,571
1878
$12.4M ﹤0.01%
1,469,982
-505,878
1879
$12.4M ﹤0.01%
230,247
+63,963
1880
$12.4M ﹤0.01%
525,832
-128,681
1881
$12.4M ﹤0.01%
441,076
+274,224
1882
$12.4M ﹤0.01%
1,070,208
-20,391
1883
$12.4M ﹤0.01%
488,604
+15,496
1884
$12.4M ﹤0.01%
624,325
+335,387
1885
$12.4M ﹤0.01%
983,991
+20,217
1886
$12.3M ﹤0.01%
665,726
+518,486
1887
$12.3M ﹤0.01%
260,989
+6,026
1888
$12.3M ﹤0.01%
403,187
+164,323
1889
$12.3M ﹤0.01%
258,562
+51,086
1890
$12.3M ﹤0.01%
143,826
-172,145
1891
$12.3M ﹤0.01%
463,158
+39,678
1892
$12.3M ﹤0.01%
168,196
+59,601
1893
$12.3M ﹤0.01%
584,082
+237,897
1894
$12.2M ﹤0.01%
676,442
-503,816
1895
$12.2M ﹤0.01%
171,849
+66,795
1896
$12.2M ﹤0.01%
838,191
+492,326
1897
$12.2M ﹤0.01%
719,495
-2,773
1898
$12.2M ﹤0.01%
96,495
-139,896
1899
$12.2M ﹤0.01%
530,367
-173,769
1900
$12.2M ﹤0.01%
906,815
-44,786
74 75
76
77 78