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
5526
$137K ﹤0.01%
6,176
+232
5527
$137K ﹤0.01%
+4,713
5528
$135K ﹤0.01%
1,298
-1,407
5529
$135K ﹤0.01%
1,721
+256
5530
$135K ﹤0.01%
7,769
-6,045
5531
$135K ﹤0.01%
57,994
+2,358
5532
$134K ﹤0.01%
3,817
+1,350
5533
$134K ﹤0.01%
2,713
+2,102
5534
$133K ﹤0.01%
20,045
-1,225
5535
$131K ﹤0.01%
+6,912
5536
$130K ﹤0.01%
1,433
+1,289
5537
$130K ﹤0.01%
2,660
-3,858
5538
$130K ﹤0.01%
10,045
-696
5539
$129K ﹤0.01%
3,235
-50
5540
$129K ﹤0.01%
6,177
+323
5541
$128K ﹤0.01%
+24
5542
$128K ﹤0.01%
4,558
+4,286
5543
$126K ﹤0.01%
+5,750
5544
$126K ﹤0.01%
3,763
+1
5545
$126K ﹤0.01%
10,178
5546
$126K ﹤0.01%
7,639
-1,027
5547
$125K ﹤0.01%
6,900
-986,737
5548
$124K ﹤0.01%
148
-174
5549
$124K ﹤0.01%
1,588
5550
$123K ﹤0.01%
5,085
-915
220 221
222
223 224