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
1901
$12.2M ﹤0.01%
3,151,606
-1,057,389
1902
$12.2M ﹤0.01%
452,070
-1,448,285
1903
$12.2M ﹤0.01%
676,970
+310,448
1904
$12.1M ﹤0.01%
187,178
-50,961
1905
$12.1M ﹤0.01%
297,809
+128,282
1906
$12.1M ﹤0.01%
134,657
+21,035
1907
$12.1M ﹤0.01%
1,549,634
+1,300,307
1908
$12.1M ﹤0.01%
453,549
-743,685
1909
$12.1M ﹤0.01%
619,136
-558,341
1910
$12.1M ﹤0.01%
135,241
-28,124
1911
$12.1M ﹤0.01%
570,752
-465,762
1912
$12.1M ﹤0.01%
842,574
-70,978
1913
$12.1M ﹤0.01%
10,421
-1,440
1914
$12M ﹤0.01%
223,660
+33,437
1915
$12M ﹤0.01%
1,044,029
+369,128
1916
$12M ﹤0.01%
359,695
+62,706
1917
$12M ﹤0.01%
360,444
-923
1918
$12M ﹤0.01%
947,363
-181,152
1919
$12M ﹤0.01%
4,104,993
-2,358,304
1920
$11.9M ﹤0.01%
989,451
+110,422
1921
$11.9M ﹤0.01%
740,061
-14,314
1922
$11.9M ﹤0.01%
450,689
+173,315
1923
$11.9M ﹤0.01%
1,036,045
+260,764
1924
$11.9M ﹤0.01%
764,538
+103,874
1925
$11.9M ﹤0.01%
143,800
-49,634
75 76
77
78 79