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
2426
$7.45M ﹤0.01%
665,908
-282,008
2427
$7.44M ﹤0.01%
396,330
+219,902
2428
$7.44M ﹤0.01%
241,878
+131,148
2429
$7.41M ﹤0.01%
805,361
-12,931
2430
$7.39M ﹤0.01%
279,999
-45,240
2431
$7.39M ﹤0.01%
200,944
+26,923
2432
$7.39M ﹤0.01%
292,400
+160,854
2433
$7.38M ﹤0.01%
1,517,867
+1,179,784
2434
$7.38M ﹤0.01%
179,665
-53,200
2435
$7.37M ﹤0.01%
603,196
+10,312
2436
$7.37M ﹤0.01%
+557,061
2437
$7.34M ﹤0.01%
1,731,099
+326,688
2438
$7.34M ﹤0.01%
305,305
+52,403
2439
$7.32M ﹤0.01%
207,148
-112,763
2440
$7.3M ﹤0.01%
152,049
+75,525
2441
$7.3M ﹤0.01%
148,534
-56,323
2442
$7.29M ﹤0.01%
81,622
+19,511
2443
$7.29M ﹤0.01%
120,811
-57,199
2444
$7.26M ﹤0.01%
21,522
-5,372
2445
$7.26M ﹤0.01%
176,277
+152,723
2446
$7.25M ﹤0.01%
727,022
+388,402
2447
$7.25M ﹤0.01%
104,784
-19,938
2448
$7.24M ﹤0.01%
354,626
+15,527
2449
$7.24M ﹤0.01%
244,973
-307,472
2450
$7.23M ﹤0.01%
178,900
-74,380
96 97
98
99 100