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
6201
– –
0
6202
$3K ﹤0.01%
356
6203
$3K ﹤0.01%
30
+15
6204
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1
6205
$3K ﹤0.01%
233
-34
6206
$3K ﹤0.01%
100
6207
$3K ﹤0.01%
1,815
-25
6208
$3K ﹤0.01%
152
-71
6209
$3K ﹤0.01%
141
6210
$3K ﹤0.01%
169
6211
$3K ﹤0.01%
369
-163
6212
$3K ﹤0.01%
687
6213
$3K ﹤0.01%
28
-47,856
6214
$3K ﹤0.01%
246
+146
6215
$3K ﹤0.01%
1,941
+361
6216
$3K ﹤0.01%
600
-3,400
6217
$3K ﹤0.01%
1,873
+555
6218
$3K ﹤0.01%
356
-3,834
6219
$3K ﹤0.01%
300
6220
$3K ﹤0.01%
4,000
6221
$3K ﹤0.01%
4,623
-45,691
6222
$3K ﹤0.01%
142
-1,602
6223
$3K ﹤0.01%
150
+149
6224
$3K ﹤0.01%
330
-1,603
6225
$3K ﹤0.01%
+2,158
247 248
249
250 251