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
5501
$149K ﹤0.01%
+5,170
5502
$149K ﹤0.01%
6,250
5503
$149K ﹤0.01%
177,000
+44,800
5504
$148K ﹤0.01%
3,977
-3,156
5505
$148K ﹤0.01%
16,626
+14,539
5506
$148K ﹤0.01%
81,574
+78,399
5507
$147K ﹤0.01%
+61,940
5508
$147K ﹤0.01%
+5,110
5509
$147K ﹤0.01%
86,844
+64,337
5510
$147K ﹤0.01%
39,150
+3,939
5511
$146K ﹤0.01%
11,943
+5,940
5512
$146K ﹤0.01%
2,050
+1,550
5513
$144K ﹤0.01%
26,975
-1,495
5514
$144K ﹤0.01%
92,928
-197,624
5515
$143K ﹤0.01%
10,758
+212
5516
$142K ﹤0.01%
95,133
+18,100
5517
$142K ﹤0.01%
7,158
-178
5518
$141K ﹤0.01%
10,291
+1,326
5519
$141K ﹤0.01%
35,700
+11,019
5520
$140K ﹤0.01%
20,877
+856
5521
$139K ﹤0.01%
6,417
+3,374
5522
$139K ﹤0.01%
9,644
-3,880
5523
$139K ﹤0.01%
4,625
-4,773
5524
$139K ﹤0.01%
5,015
-1,738
5525
$137K ﹤0.01%
16,231
-83
219 220
221
222 223