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
2201
$9.23M ﹤0.01%
375,381
-15,108
2202
$9.22M ﹤0.01%
11,822
+8,305
2203
$9.22M ﹤0.01%
245,737
-112,714
2204
$9.21M ﹤0.01%
1,072,279
+54,579
2205
$9.2M ﹤0.01%
431,200
+19,084
2206
$9.19M ﹤0.01%
340,709
-249,537
2207
$9.19M ﹤0.01%
70,484
+6,698
2208
$9.19M ﹤0.01%
294,618
+27,781
2209
$9.17M ﹤0.01%
241,357
+36,533
2210
$9.16M ﹤0.01%
310,630
+73,651
2211
$9.15M ﹤0.01%
585,698
+480,260
2212
$9.14M ﹤0.01%
590,583
+388,228
2213
$9.13M ﹤0.01%
326,970
+5,644
2214
$9.12M ﹤0.01%
824,815
+42,055
2215
$9.09M ﹤0.01%
144,275
+66,255
2216
$9.07M ﹤0.01%
387,499
+57,311
2217
$9.06M ﹤0.01%
196,890
+125,190
2218
$9.04M ﹤0.01%
326,658
+156,577
2219
$9.03M ﹤0.01%
218,937
+146,424
2220
$9.01M ﹤0.01%
843,579
-104,791
2221
$9.01M ﹤0.01%
135,026
+3,371
2222
$8.96M ﹤0.01%
78,224
+65,191
2223
$8.95M ﹤0.01%
334,681
-2,363
2224
$8.95M ﹤0.01%
327,446
+120,274
2225
$8.95M ﹤0.01%
385,236
-75,806