Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,006
New
Increased
Reduced
Closed

Top Buys

1
+$2.32B
2
+$1.24B
3
+$1.04B
4
UBER icon
Uber
UBER
+$960M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$931M

Top Sells

1
+$655M
2
+$652M
3
+$462M
4
NFLX icon
Netflix
NFLX
+$424M
5
IAC icon
IAC Inc
IAC
+$419M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5901
$12K ﹤0.01%
+976
5902
$12K ﹤0.01%
1,730
-50
5903
$12K ﹤0.01%
2,176
5904
$12K ﹤0.01%
768
-3,822
5905
$12K ﹤0.01%
157
5906
$12K ﹤0.01%
+400
5907
$12K ﹤0.01%
125
-380
5908
$12K ﹤0.01%
4,338
-22
5909
$12K ﹤0.01%
2,983
-2,642
5910
$11K ﹤0.01%
8,037
-9,900
5911
$11K ﹤0.01%
+1,140
5912
$11K ﹤0.01%
694
-4,127
5913
$11K ﹤0.01%
320
-146
5914
$11K ﹤0.01%
+5
5915
$11K ﹤0.01%
955
-5,723
5916
$11K ﹤0.01%
479
+197
5917
$11K ﹤0.01%
+360
5918
$11K ﹤0.01%
530
-1,969
5919
$11K ﹤0.01%
675
-106
5920
$11K ﹤0.01%
1,216
-2,254
5921
$11K ﹤0.01%
6,130
5922
$11K ﹤0.01%
13,242
+944
5923
$11K ﹤0.01%
1,056
+196
5924
$11K ﹤0.01%
1,065
+129
5925
$11K ﹤0.01%
1,162
-34,786
235 236
237
238 239