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
2051
$10.6M ﹤0.01%
367,120
+80,882
2052
$10.6M ﹤0.01%
620,921
+168,467
2053
$10.6M ﹤0.01%
249,212
-129,772
2054
$10.6M ﹤0.01%
285,824
-6,096
2055
$10.5M ﹤0.01%
617,610
-2,886,338
2056
$10.5M ﹤0.01%
662,689
+404,207
2057
$10.5M ﹤0.01%
112,675
+47,682
2058
$10.5M ﹤0.01%
232,864
-177,408
2059
$10.5M ﹤0.01%
93,486
+18,347
2060
$10.5M ﹤0.01%
396,234
+126,019
2061
$10.5M ﹤0.01%
879,688
+79,050
2062
$10.5M ﹤0.01%
294,028
+159,470
2063
$10.4M ﹤0.01%
585,743
+225,970
2064
$10.4M ﹤0.01%
74,524
-13,489
2065
$10.4M ﹤0.01%
6,126
+1,994
2066
$10.4M ﹤0.01%
283,875
-302,255
2067
$10.4M ﹤0.01%
5,726,080
+3,014,338
2068
$10.4M ﹤0.01%
1,170,868
-3,955,014
2069
$10.4M ﹤0.01%
166,526
+63,078
2070
$10.4M ﹤0.01%
292,439
-467,718
2071
$10.4M ﹤0.01%
381,820
+292,241
2072
$10.4M ﹤0.01%
290,608
+78,601
2073
$10.4M ﹤0.01%
1,169,978
+31,591
2074
$10.4M ﹤0.01%
3,396,804
-256,656
2075
$10.4M ﹤0.01%
110,869
-224,477
81 82
83
84 85