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
6176
$4K ﹤0.01%
1,209
-423
6177
$4K ﹤0.01%
+453
6178
$4K ﹤0.01%
23
-11
6179
$4K ﹤0.01%
833
+602
6180
$4K ﹤0.01%
3,614
-46
6181
$4K ﹤0.01%
1,709
-16,859
6182
$4K ﹤0.01%
2,100
6183
$4K ﹤0.01%
883
-207
6184
$4K ﹤0.01%
1,000
6185
$4K ﹤0.01%
5,222
-2,290
6186
$4K ﹤0.01%
3,916
6187
$4K ﹤0.01%
+162
6188
$4K ﹤0.01%
1,273
6189
$4K ﹤0.01%
447
-4
6190
$4K ﹤0.01%
100
6191
$4K ﹤0.01%
1,552
-43,692
6192
$4K ﹤0.01%
4,790
-188
6193
$4K ﹤0.01%
200
-1
6194
$4K ﹤0.01%
6
6195
$4K ﹤0.01%
134
6196
$4K ﹤0.01%
4,000
6197
$4K ﹤0.01%
5,000
6198
$4K ﹤0.01%
339
6199
$3K ﹤0.01%
69
-306
6200
$3K ﹤0.01%
468
-26