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
2276
$8.48M ﹤0.01%
227,256
-104,748
2277
$8.48M ﹤0.01%
63,516
+33,430
2278
$8.47M ﹤0.01%
364,480
+285,209
2279
$8.46M ﹤0.01%
684,600
+125,561
2280
$8.45M ﹤0.01%
228,353
+227,769
2281
$8.45M ﹤0.01%
947,657
-62,566
2282
$8.45M ﹤0.01%
526,994
-174,255
2283
$8.44M ﹤0.01%
815,448
-812,756
2284
$8.42M ﹤0.01%
665,337
-195,668
2285
$8.41M ﹤0.01%
302,866
+302,266
2286
$8.41M ﹤0.01%
256,712
+187,213
2287
$8.41M ﹤0.01%
790,092
+63,608
2288
$8.4M ﹤0.01%
588,434
+62,478
2289
$8.39M ﹤0.01%
222,780
-89,389
2290
$8.39M ﹤0.01%
112,296
-98,803
2291
$8.38M ﹤0.01%
224,015
-30,244
2292
$8.38M ﹤0.01%
245,571
-375,846
2293
$8.38M ﹤0.01%
541,681
-16,114
2294
$8.37M ﹤0.01%
409,694
-17,894
2295
$8.34M ﹤0.01%
951,038
+67,388
2296
$8.34M ﹤0.01%
234,973
-1,044
2297
$8.33M ﹤0.01%
211,700
-92,600
2298
$8.32M ﹤0.01%
307,050
+37,424
2299
$8.32M ﹤0.01%
185,643
+79,903
2300
$8.32M ﹤0.01%
296,992
+56,124