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
5151
$411K ﹤0.01%
33,297
-8,269
5152
$411K ﹤0.01%
120,754
-96,474
5153
$411K ﹤0.01%
16,049
-5,015
5154
$411K ﹤0.01%
8,619
5155
$410K ﹤0.01%
23,876
-842
5156
$409K ﹤0.01%
8,941
-2,575
5157
$408K ﹤0.01%
8,226
-1,654
5158
$407K ﹤0.01%
71,467
-48,247
5159
$407K ﹤0.01%
6,992
-395
5160
$407K ﹤0.01%
65,278
+4,505
5161
$407K ﹤0.01%
60,679
-38,927
5162
$406K ﹤0.01%
17,525
-3,295
5163
$406K ﹤0.01%
21,215
-4,494
5164
$406K ﹤0.01%
87,607
+45,686
5165
$404K ﹤0.01%
142,159
+106,650
5166
$403K ﹤0.01%
5,339
+3,176
5167
$402K ﹤0.01%
17,805
-17,690
5168
$402K ﹤0.01%
6,249
5169
$401K ﹤0.01%
13,792
+7,022
5170
$399K ﹤0.01%
46,870
+14,797
5171
$398K ﹤0.01%
42,564
-27,939
5172
$397K ﹤0.01%
45,133
+20,592
5173
$397K ﹤0.01%
27,761
-99,576
5174
$396K ﹤0.01%
18,514
+542
5175
$396K ﹤0.01%
3,649
-11,343
205 206
207
208 209