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
5426
$229K ﹤0.01%
24,884
+1,406
5427
$229K ﹤0.01%
80,009
+19,447
5428
$228K ﹤0.01%
93,540
+17,494
5429
$228K ﹤0.01%
54,668
+46,053
5430
$226K ﹤0.01%
33,780
+9,664
5431
$226K ﹤0.01%
8,382
+267
5432
$226K ﹤0.01%
41,724
-6,005
5433
$226K ﹤0.01%
4,641
-6,369
5434
$225K ﹤0.01%
47,274
-593,457
5435
$225K ﹤0.01%
49,361
-49,572
5436
$225K ﹤0.01%
+4,925
5437
$225K ﹤0.01%
32,269
-2,517
5438
$225K ﹤0.01%
14,972
-12,575
5439
$224K ﹤0.01%
6,345
5440
$224K ﹤0.01%
14,514
-23,940
5441
$224K ﹤0.01%
8,902
-14,668
5442
$223K ﹤0.01%
24,872
-4,584
5443
$222K ﹤0.01%
30,931
+16,785
5444
$222K ﹤0.01%
60,550
-45,074
5445
$219K ﹤0.01%
18,481
-15,023
5446
$219K ﹤0.01%
117,859
-3,575
5447
$219K ﹤0.01%
21,112
-8,913
5448
$218K ﹤0.01%
1,569
+6
5449
$218K ﹤0.01%
45,121
-79,591
5450
$217K ﹤0.01%
2,916
-5
216 217
218
219 220