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
2076
$10.3M ﹤0.01%
398,688
+209,384
2077
$10.3M ﹤0.01%
511,678
+26,143
2078
$10.3M ﹤0.01%
523,082
-71,073
2079
$10.3M ﹤0.01%
508,373
+88,784
2080
$10.3M ﹤0.01%
784,973
+24,586
2081
$10.3M ﹤0.01%
233,078
+141,700
2082
$10.3M ﹤0.01%
250,881
-33,501
2083
$10.3M ﹤0.01%
155,515
-388,831
2084
$10.3M ﹤0.01%
145,120
-54,006
2085
$10.3M ﹤0.01%
572,559
-541,448
2086
$10.2M ﹤0.01%
1,705,159
-959,555
2087
$10.2M ﹤0.01%
431,439
-669,996
2088
$10.2M ﹤0.01%
226,777
+132,753
2089
$10.2M ﹤0.01%
401,747
+15,922
2090
$10.2M ﹤0.01%
231,042
+72,381
2091
$10.2M ﹤0.01%
55,599
-19,997
2092
$10.2M ﹤0.01%
1,142,206
-508,133
2093
$10.2M ﹤0.01%
314,891
-28,193
2094
$10.1M ﹤0.01%
568,555
-18,427
2095
$10.1M ﹤0.01%
1,226,642
-9,725
2096
$10.1M ﹤0.01%
364,257
+226,539
2097
$10.1M ﹤0.01%
463,949
+143,668
2098
$10.1M ﹤0.01%
2,196,507
-324,716
2099
$10.1M ﹤0.01%
512,183
-49,419
2100
$10.1M ﹤0.01%
245,334
+165,562
82 83
84
85 86