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
2251
$8.72M ﹤0.01%
219,143
-81,452
2252
$8.71M ﹤0.01%
734,109
+252,889
2253
$8.7M ﹤0.01%
1,330,046
+231,126
2254
$8.68M ﹤0.01%
316,579
-92,961
2255
$8.66M ﹤0.01%
104,571
-55,175
2256
$8.65M ﹤0.01%
406,533
+8,445
2257
$8.64M ﹤0.01%
784,507
-213,680
2258
$8.61M ﹤0.01%
109,213
+84,021
2259
$8.61M ﹤0.01%
75,903
+7,337
2260
$8.61M ﹤0.01%
196,706
-239,288
2261
$8.6M ﹤0.01%
177,509
-17,428
2262
$8.59M ﹤0.01%
1,191,257
-135,691
2263
$8.59M ﹤0.01%
373,880
-88,219
2264
$8.58M ﹤0.01%
193,427
+77,749
2265
$8.57M ﹤0.01%
110,487
-32,514
2266
$8.57M ﹤0.01%
201,494
-5,415
2267
$8.57M ﹤0.01%
320,713
+29,126
2268
$8.54M ﹤0.01%
211,619
-5,645
2269
$8.54M ﹤0.01%
307,164
+100,565
2270
$8.54M ﹤0.01%
608,941
-255,930
2271
$8.52M ﹤0.01%
2,421,496
-5,124,572
2272
$8.52M ﹤0.01%
156,630
+9,395
2273
$8.51M ﹤0.01%
629,047
-524,910
2274
$8.51M ﹤0.01%
602,824
+543,764
2275
$8.49M ﹤0.01%
239,634
+66,142