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
2401
$7.58M ﹤0.01%
491,132
+374,988
2402
$7.58M ﹤0.01%
78,868
-152,657
2403
$7.57M ﹤0.01%
1,916,709
-883,863
2404
$7.57M ﹤0.01%
321,904
-232,667
2405
$7.56M ﹤0.01%
133,347
-5,261
2406
$7.54M ﹤0.01%
66,226
-2,054
2407
$7.54M ﹤0.01%
73,359
-49,288
2408
$7.54M ﹤0.01%
232,686
+56,982
2409
$7.54M ﹤0.01%
305,853
-90,033
2410
$7.54M ﹤0.01%
143,274
+91,713
2411
$7.52M ﹤0.01%
390,015
-470,266
2412
$7.52M ﹤0.01%
185,326
-52,164
2413
$7.51M ﹤0.01%
292,158
+176,129
2414
$7.49M ﹤0.01%
736,182
-817,382
2415
$7.49M ﹤0.01%
455,310
+235,566
2416
$7.49M ﹤0.01%
366,780
+289,545
2417
$7.49M ﹤0.01%
1,906,667
+1,132,087
2418
$7.48M ﹤0.01%
576,269
+146,787
2419
$7.47M ﹤0.01%
602,711
+232,163
2420
$7.46M ﹤0.01%
956,556
-831,836
2421
$7.46M ﹤0.01%
206,031
-108,726
2422
$7.46M ﹤0.01%
96,282
+24,273
2423
$7.45M ﹤0.01%
119,988
+62,835
2424
$7.45M ﹤0.01%
145,135
-43,917
2425
$7.45M ﹤0.01%
154,408
-62,547
95 96
97
98 99