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
6526
– –
-511
6527
– –
-44
6528
– –
-220
6529
– –
-1
6530
$0 ﹤0.01%
84
+51
6531
– –
0
6532
$0 ﹤0.01%
3,498
-123
6533
$0 ﹤0.01%
8
-11
6534
$0 ﹤0.01%
5
6535
$0 ﹤0.01%
1
-5
6536
– –
-1,204,173
6537
– –
-103,601
6538
– –
-1,598
6539
– –
-13,179
6540
– –
-557,931
6541
– –
-132,497
6542
– –
-343,137
6543
– –
-40,842
6544
– –
-17,497
6545
– –
-20,310
6546
– –
-5,927,885
6547
– –
-88,142
6548
$0 ﹤0.01%
2
-6
6549
$0 ﹤0.01%
16
6550
$0 ﹤0.01%
14,223
260 261
262
263 264