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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5776
$47K ﹤0.01%
495
+345
5777
$47K ﹤0.01%
23,573
+4,991
5778
$47K ﹤0.01%
4,416
-7,439
5779
$47K ﹤0.01%
2,732
-17,932
5780
$46K ﹤0.01%
2,350
5781
$46K ﹤0.01%
7,377
-1
5782
$45K ﹤0.01%
4,426
+2,974
5783
$45K ﹤0.01%
782
-3,433
5784
$45K ﹤0.01%
+6,001
5785
$45K ﹤0.01%
5,226
+552
5786
$45K ﹤0.01%
1,259
-208
5787
$45K ﹤0.01%
3,219
+301
5788
$45K ﹤0.01%
7,736
-3,594
5789
$45K ﹤0.01%
900
5790
$44K ﹤0.01%
1,723
-327
5791
$44K ﹤0.01%
1,251
-700
5792
$44K ﹤0.01%
4,802
-5,692
5793
$44K ﹤0.01%
884
5794
$44K ﹤0.01%
3,738
+147
5795
$43K ﹤0.01%
730
5796
$42K ﹤0.01%
70
+69
5797
$42K ﹤0.01%
866
5798
$42K ﹤0.01%
2,839
+181
5799
$42K ﹤0.01%
+3,304
5800
$42K ﹤0.01%
29,046
230 231
232
233 234