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
5701
$65K ﹤0.01%
+17,043
5702
$65K ﹤0.01%
+2,952
5703
$64K ﹤0.01%
165
-33
5704
$64K ﹤0.01%
92,361
-5,599
5705
$64K ﹤0.01%
1,628
-27,421
5706
$64K ﹤0.01%
+1,744
5707
$64K ﹤0.01%
+1,419
5708
$63K ﹤0.01%
15,314
+7,506
5709
$63K ﹤0.01%
+11,291
5710
$63K ﹤0.01%
4,121
+3,963
5711
$63K ﹤0.01%
211
+34
5712
$63K ﹤0.01%
1,653
+29
5713
$63K ﹤0.01%
6,185
+1,985
5714
$63K ﹤0.01%
2,695
-1,550
5715
$62K ﹤0.01%
24,444
+477
5716
$62K ﹤0.01%
2,360
-114
5717
$62K ﹤0.01%
1,931
-43,383
5718
$62K ﹤0.01%
6,710
+619
5719
$62K ﹤0.01%
503
5720
$61K ﹤0.01%
+1,685
5721
$61K ﹤0.01%
8,750
5722
$61K ﹤0.01%
6,700
5723
$61K ﹤0.01%
13,720
-28,218
5724
$61K ﹤0.01%
9,616
-48,583
5725
$60K ﹤0.01%
10,824
-446
227 228
229
230 231