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
5401
$240K ﹤0.01%
35,598
-7,726
5402
$239K ﹤0.01%
16,769
-522
5403
$239K ﹤0.01%
8,860
+2,115
5404
$239K ﹤0.01%
3,273
-600
5405
$238K ﹤0.01%
10,787
-388
5406
$238K ﹤0.01%
12,489
+10,792
5407
$238K ﹤0.01%
50
5408
$238K ﹤0.01%
7,358
-405
5409
$237K ﹤0.01%
4,091
+102
5410
$237K ﹤0.01%
+42,666
5411
$237K ﹤0.01%
13,941
5412
$235K ﹤0.01%
27,872
-6,910
5413
$235K ﹤0.01%
16,816
-960
5414
$235K ﹤0.01%
3,576
-657
5415
$234K ﹤0.01%
6,947
-3,116
5416
$234K ﹤0.01%
84,096
+15,974
5417
$234K ﹤0.01%
12,151
+9,277
5418
$233K ﹤0.01%
109,866
-39,095
5419
$233K ﹤0.01%
+7,156
5420
$233K ﹤0.01%
36,751
+2,290
5421
$232K ﹤0.01%
28,401
-4,114
5422
$230K ﹤0.01%
10,629
-10,492
5423
$230K ﹤0.01%
169,148
+22,972
5424
$229K ﹤0.01%
9,279
+4,484
5425
$229K ﹤0.01%
607
-300
215 216
217
218 219