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
1926
$11.8M ﹤0.01%
343,433
+229,501
1927
$11.8M ﹤0.01%
356,264
+114,396
1928
$11.8M ﹤0.01%
452,246
-23,436
1929
$11.8M ﹤0.01%
2,526,212
-188,094
1930
$11.8M ﹤0.01%
1,694,661
-1,625,166
1931
$11.8M ﹤0.01%
315,726
-35,255
1932
$11.8M ﹤0.01%
135,654
+34,588
1933
$11.8M ﹤0.01%
1,070,340
+329,858
1934
$11.8M ﹤0.01%
275,860
-132,587
1935
$11.8M ﹤0.01%
283,301
+46,545
1936
$11.8M ﹤0.01%
568,685
-21,393
1937
$11.8M ﹤0.01%
353,479
-47,560
1938
$11.8M ﹤0.01%
475,446
+194,266
1939
$11.8M ﹤0.01%
218,260
+125,142
1940
$11.8M ﹤0.01%
330,504
+174,740
1941
$11.7M ﹤0.01%
211,429
-12,261
1942
$11.7M ﹤0.01%
778,144
+509,841
1943
$11.7M ﹤0.01%
577,645
-289,291
1944
$11.7M ﹤0.01%
276,320
-7,166
1945
$11.7M ﹤0.01%
1,611,373
+1,052,106
1946
$11.7M ﹤0.01%
1,241,902
-303,158
1947
$11.7M ﹤0.01%
599,778
+78,735
1948
$11.7M ﹤0.01%
190,379
+38,659
1949
$11.7M ﹤0.01%
281,855
-294,198
1950
$11.7M ﹤0.01%
1,216,452
+244,096
76 77
78
79 80