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
2376
$7.76M ﹤0.01%
192,777
-37,174
2377
$7.76M ﹤0.01%
121,773
-55,900
2378
$7.75M ﹤0.01%
269,084
-308,823
2379
$7.74M ﹤0.01%
107,823
+72,664
2380
$7.73M ﹤0.01%
339,000
-92,080
2381
$7.73M ﹤0.01%
365,182
+135,331
2382
$7.73M ﹤0.01%
+512,656
2383
$7.73M ﹤0.01%
135,391
-49,777
2384
$7.73M ﹤0.01%
456,717
+76,030
2385
$7.72M ﹤0.01%
159,614
-80,808
2386
$7.7M ﹤0.01%
214,803
-256,431
2387
$7.69M ﹤0.01%
188,657
-43,069
2388
$7.66M ﹤0.01%
776,022
+760,909
2389
$7.65M ﹤0.01%
233,274
+182,379
2390
$7.64M ﹤0.01%
880,131
+572,547
2391
$7.63M ﹤0.01%
161,274
-23,378
2392
$7.63M ﹤0.01%
205,485
+77,649
2393
$7.62M ﹤0.01%
97,251
+26,368
2394
$7.62M ﹤0.01%
138,959
+27,013
2395
$7.61M ﹤0.01%
107,937
-441,989
2396
$7.6M ﹤0.01%
179,940
+179,310
2397
$7.6M ﹤0.01%
234,123
-224,354
2398
$7.59M ﹤0.01%
825,291
+6,729
2399
$7.59M ﹤0.01%
255,737
-480,568
2400
$7.58M ﹤0.01%
128,646
-48,110
94 95
96
97 98