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
2026
$10.9M ﹤0.01%
231,336
-670,047
2027
$10.8M ﹤0.01%
624,815
+100,865
2028
$10.8M ﹤0.01%
362,999
-62,149
2029
$10.8M ﹤0.01%
1,383,613
-100,656
2030
$10.8M ﹤0.01%
668,939
-251,457
2031
$10.8M ﹤0.01%
153,884
+26,097
2032
$10.8M ﹤0.01%
356,820
+257,708
2033
$10.8M ﹤0.01%
1,283,481
+699,303
2034
$10.7M ﹤0.01%
503,465
+229,781
2035
$10.7M ﹤0.01%
165,379
-246,391
2036
$10.7M ﹤0.01%
983,714
-86,162
2037
$10.7M ﹤0.01%
5,341,328
+482,689
2038
$10.7M ﹤0.01%
245,139
-238,298
2039
$10.7M ﹤0.01%
188,337
-70,551
2040
$10.7M ﹤0.01%
942,245
+281,638
2041
$10.7M ﹤0.01%
200,340
+106,968
2042
$10.7M ﹤0.01%
374,014
-44,644
2043
$10.7M ﹤0.01%
135,097
-73,678
2044
$10.6M ﹤0.01%
816,997
-236,592
2045
$10.6M ﹤0.01%
587,525
+63,339
2046
$10.6M ﹤0.01%
1,530,762
+66,063
2047
$10.6M ﹤0.01%
1,272,914
-17,027
2048
$10.6M ﹤0.01%
147,369
-524,207
2049
$10.6M ﹤0.01%
1,436,030
+145,421
2050
$10.6M ﹤0.01%
726,998
-245,640
80 81
82
83 84