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
5176
$393K ﹤0.01%
60,559
+8,797
5177
$393K ﹤0.01%
20,367
-2,534
5178
$392K ﹤0.01%
29,570
-9,512
5179
$390K ﹤0.01%
25,800
-1,349
5180
$390K ﹤0.01%
4,609
+201
5181
$390K ﹤0.01%
10,847
+5,005
5182
$389K ﹤0.01%
11,363
+1,910
5183
$388K ﹤0.01%
48,282
+4,625
5184
$387K ﹤0.01%
11,955
+4,981
5185
$387K ﹤0.01%
20,500
-7,765
5186
$387K ﹤0.01%
25,540
5187
$387K ﹤0.01%
36,324
-4,413
5188
$386K ﹤0.01%
105,813
+6,888
5189
$386K ﹤0.01%
6,628
+4,088
5190
$385K ﹤0.01%
56,434
-17,087
5191
$384K ﹤0.01%
33,346
+1,887
5192
$384K ﹤0.01%
5,263
+4,190
5193
$382K ﹤0.01%
4,724
-2,793
5194
$382K ﹤0.01%
160,314
+103,917
5195
$380K ﹤0.01%
316,313
-119,039
5196
$378K ﹤0.01%
459
+447
5197
$378K ﹤0.01%
118,896
-41,168
5198
$378K ﹤0.01%
107,337
-30,767
5199
$377K ﹤0.01%
+18,054
5200
$377K ﹤0.01%
5,321
+1,477
206 207
208
209 210