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
2351
$7.91M ﹤0.01%
289,972
+138,735
2352
$7.91M ﹤0.01%
715,228
-79,113
2353
$7.9M ﹤0.01%
369,308
-717,903
2354
$7.89M ﹤0.01%
779,290
2355
$7.89M ﹤0.01%
255,184
-155,677
2356
$7.89M ﹤0.01%
210,271
-239,254
2357
$7.87M ﹤0.01%
289,573
-5,922
2358
$7.87M ﹤0.01%
1,972,098
+630,420
2359
$7.86M ﹤0.01%
238,191
-111,772
2360
$7.86M ﹤0.01%
381,876
+21,708
2361
$7.86M ﹤0.01%
200,352
+71,760
2362
$7.86M ﹤0.01%
608,444
+164,905
2363
$7.85M ﹤0.01%
1,232,303
-11,387,241
2364
$7.85M ﹤0.01%
582,275
+44,884
2365
$7.84M ﹤0.01%
171,064
+15,855
2366
$7.84M ﹤0.01%
558,107
-9,232
2367
$7.83M ﹤0.01%
574,189
-113,842
2368
$7.83M ﹤0.01%
516,108
-38,228
2369
$7.83M ﹤0.01%
311,303
-61,271
2370
$7.82M ﹤0.01%
413,741
-212,854
2371
$7.81M ﹤0.01%
249,812
-484,957
2372
$7.8M ﹤0.01%
231,869
-26,520
2373
$7.8M ﹤0.01%
230,577
+17,716
2374
$7.79M ﹤0.01%
1,149,501
-214,069
2375
$7.78M ﹤0.01%
198,866
+41,031
93 94
95
96 97