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
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.06B
2
+$1.51B
3
+$1.42B
4
TSLA icon
Tesla
TSLA
+$1.17B
5
MSFT icon
Microsoft
MSFT
+$997M

Top Sells

1
+$925M
2
+$724M
3
+$581M
4
UBER icon
Uber
UBER
+$538M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$510M

Sector Composition

1 Technology 20.99%
2 Healthcare 10.48%
3 Financials 9.86%
4 Consumer Discretionary 8.77%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$14.5M ﹤0.01%
513,770
+14,274
2802
$14.5M ﹤0.01%
1,267,450
+82,268
2803
$14.4M ﹤0.01%
496,373
+28,500
2804
$14.4M ﹤0.01%
143,014
-30,928
2805
$14.4M ﹤0.01%
637,584
+52,728
2806
$14.4M ﹤0.01%
576,273
+10,667
2807
$14.4M ﹤0.01%
974,984
-5,247
2808
$14.4M ﹤0.01%
181,723
+23,411
2809
$14.4M ﹤0.01%
248,749
-3,689
2810
$14.4M ﹤0.01%
350,566
-2,354
2811
$14.3M ﹤0.01%
446,657
-308,154
2812
$14.3M ﹤0.01%
537,973
-28,235
2813
$14.3M ﹤0.01%
962,721
-192,261
2814
$14.3M ﹤0.01%
969,512
+256,636
2815
$14.3M ﹤0.01%
1,134,502
+170,856
2816
$14.3M ﹤0.01%
416,237
+92,522
2817
$14.3M ﹤0.01%
359,887
+4,058
2818
$14.3M ﹤0.01%
1,781,672
+78,957
2819
$14.3M ﹤0.01%
770,719
+4,976
2820
$14.3M ﹤0.01%
182,297
-85,800
2821
$14.2M ﹤0.01%
1,016,383
+55,794
2822
$14.2M ﹤0.01%
+592,878
2823
$14.2M ﹤0.01%
1,718,084
+128,932
2824
$14.2M ﹤0.01%
869,713
-33,518
2825
$14.2M ﹤0.01%
342,917
+6,569
111 112
113
114 115