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
6001
$19K ﹤0.01%
1,098
6002
$18K ﹤0.01%
+1,196
6003
$18K ﹤0.01%
55
+52
6004
$18K ﹤0.01%
1,398
-200
6005
$18K ﹤0.01%
+418
6006
$18K ﹤0.01%
41,500
+6,500
6007
$18K ﹤0.01%
1,042
-109
6008
$18K ﹤0.01%
527
-105
6009
$18K ﹤0.01%
1,552
+1,331
6010
$18K ﹤0.01%
205
+198
6011
$17K ﹤0.01%
1
-3
6012
$17K ﹤0.01%
300
6013
$17K ﹤0.01%
+415
6014
$17K ﹤0.01%
1,040
6015
$17K ﹤0.01%
+600
6016
$17K ﹤0.01%
6
6017
$17K ﹤0.01%
127
+19
6018
$17K ﹤0.01%
17
-19
6019
$17K ﹤0.01%
751
6020
$17K ﹤0.01%
40,700
-14,292
6021
$17K ﹤0.01%
579
-17,531
6022
$17K ﹤0.01%
34,061
-451
6023
$16K ﹤0.01%
1,550
6024
$16K ﹤0.01%
+128
6025
$16K ﹤0.01%
1,730
+758
239 240
241
242 243