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
$370B
AUM Growth
+$9.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,062
New
Increased
Reduced
Closed

Top Buys

1
+$801M
2
+$760M
3
+$493M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$413M
5
META icon
Meta Platforms (Facebook)
META
+$409M

Top Sells

1
+$1.31B
2
+$1.04B
3
+$677M
4
RTX icon
RTX Corp
RTX
+$625M
5
DIS icon
Walt Disney
DIS
+$553M

Sector Composition

1 Technology 11.97%
2 Financials 9.43%
3 Consumer Discretionary 8.46%
4 Healthcare 8.12%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5301
$271K ﹤0.01%
63,628
-189,095
5302
$271K ﹤0.01%
27,208
+1,719
5303
$271K ﹤0.01%
16,100
-1,488
5304
$270K ﹤0.01%
29,012
-33,158
5305
$270K ﹤0.01%
15,785
+664
5306
$269K ﹤0.01%
17,008
+9,501
5307
$269K ﹤0.01%
10,499
-2,400
5308
$268K ﹤0.01%
6,204
-1,058
5309
$266K ﹤0.01%
7,044
-1,601
5310
$266K ﹤0.01%
+249
5311
$265K ﹤0.01%
+13,697
5312
$264K ﹤0.01%
7,736
+2,868
5313
$264K ﹤0.01%
22,120
-955
5314
$264K ﹤0.01%
22,506
-9,949
5315
$264K ﹤0.01%
7,872
+7,194
5316
$263K ﹤0.01%
+277
5317
$263K ﹤0.01%
37,959
-29,184
5318
$262K ﹤0.01%
28,838
-14,903
5319
$260K ﹤0.01%
29,226
+9,540
5320
$259K ﹤0.01%
14,656
-27,731
5321
$259K ﹤0.01%
19,965
+517
5322
$258K ﹤0.01%
5,203
+5,002
5323
$258K ﹤0.01%
+46,982
5324
$257K ﹤0.01%
728
+491
5325
$257K ﹤0.01%
12,310
+6,964
211 212
213
214 215