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
1976
$11.4M ﹤0.01%
1,072,008
-684,945
1977
$11.4M ﹤0.01%
312,611
-98,207
1978
$11.4M ﹤0.01%
556,325
+174,959
1979
$11.4M ﹤0.01%
47,193
-12,364
1980
$11.4M ﹤0.01%
760,240
-47,818
1981
$11.4M ﹤0.01%
573,206
+153,715
1982
$11.3M ﹤0.01%
191,457
-62,711
1983
$11.3M ﹤0.01%
402,840
+38,638
1984
$11.3M ﹤0.01%
231,097
-44,185
1985
$11.3M ﹤0.01%
471,886
-52,812
1986
$11.3M ﹤0.01%
612,517
+79,460
1987
$11.3M ﹤0.01%
129,829
+51,856
1988
$11.3M ﹤0.01%
151,700
+10,945
1989
$11.3M ﹤0.01%
468,542
+273,467
1990
$11.3M ﹤0.01%
656,492
+224,326
1991
$11.3M ﹤0.01%
148,197
+39,772
1992
$11.3M ﹤0.01%
517,124
+362,508
1993
$11.3M ﹤0.01%
193,149
-35,607
1994
$11.3M ﹤0.01%
519,278
-161,446
1995
$11.2M ﹤0.01%
285,119
+3,369
1996
$11.2M ﹤0.01%
273,951
-29,858
1997
$11.2M ﹤0.01%
360,881
+18,730
1998
$11.2M ﹤0.01%
164,795
+49,415
1999
$11.2M ﹤0.01%
391,056
+186,060
2000
$11.2M ﹤0.01%
156,378
-57,390
78 79
80
81 82