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
2101
$10.1M ﹤0.01%
12,303
-4,817
2102
$10.1M ﹤0.01%
2,771,957
+470,202
2103
$10.1M ﹤0.01%
229,911
+119,514
2104
$10.1M ﹤0.01%
489,656
-68,773
2105
$10.1M ﹤0.01%
131,510
+14,390
2106
$10.1M ﹤0.01%
442,881
+46,631
2107
$10M ﹤0.01%
232,360
+30,187
2108
$10M ﹤0.01%
415,488
+37,980
2109
$10M ﹤0.01%
774,209
-18,140
2110
$10M ﹤0.01%
510,639
-231,177
2111
$10M ﹤0.01%
123,364
-119,830
2112
$9.99M ﹤0.01%
288,952
-208,538
2113
$9.97M ﹤0.01%
1,322,613
-66,563
2114
$9.97M ﹤0.01%
125,682
+972
2115
$9.97M ﹤0.01%
1,828,729
-27,911
2116
$9.96M ﹤0.01%
279,432
-12,440
2117
$9.96M ﹤0.01%
1,603,025
+22,295
2118
$9.95M ﹤0.01%
176,722
-35,714
2119
$9.95M ﹤0.01%
461,533
-731,251
2120
$9.94M ﹤0.01%
1,145,458
+1,093,404
2121
$9.94M ﹤0.01%
579,039
-477,094
2122
$9.94M ﹤0.01%
1,281,141
+360,051
2123
$9.93M ﹤0.01%
35,086
+18,850
2124
$9.92M ﹤0.01%
1,572,604
-16,957
2125
$9.92M ﹤0.01%
155,532
+121,669
83 84
85
86 87