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
1951
$11.7M ﹤0.01%
294,872
-254,452
1952
$11.6M ﹤0.01%
458,801
-37,031
1953
$11.6M ﹤0.01%
203,684
-590,123
1954
$11.6M ﹤0.01%
231,692
-872
1955
$11.6M ﹤0.01%
388,450
+321,231
1956
$11.6M ﹤0.01%
628,149
+27,397
1957
$11.6M ﹤0.01%
481,597
-15,482
1958
$11.6M ﹤0.01%
16,412
-2,555
1959
$11.6M ﹤0.01%
319,588
+78,753
1960
$11.6M ﹤0.01%
160,460
-26,510
1961
$11.5M ﹤0.01%
318,302
+62,298
1962
$11.5M ﹤0.01%
924,944
+374,600
1963
$11.5M ﹤0.01%
434,126
-37,400
1964
$11.5M ﹤0.01%
286,523
-63,673
1965
$11.5M ﹤0.01%
1,015,943
+738,440
1966
$11.5M ﹤0.01%
498,927
+45,882
1967
$11.4M ﹤0.01%
210,110
+155,680
1968
$11.4M ﹤0.01%
214,503
+6,617
1969
$11.4M ﹤0.01%
2,464,530
+187,528
1970
$11.4M ﹤0.01%
2,869,253
+610,212
1971
$11.4M ﹤0.01%
187,735
+7,760
1972
$11.4M ﹤0.01%
153,242
+43,405
1973
$11.4M ﹤0.01%
250,919
-85,976
1974
$11.4M ﹤0.01%
+569,690
1975
$11.4M ﹤0.01%
508,880
+18,138
77 78
79
80 81