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
$370B
AUM Growth
+$9.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,062
New
Increased
Reduced
Closed

Top Buys

1
+$829M
2
+$778M
3
+$475M
4
META icon
Meta Platforms (Facebook)
META
+$440M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$420M

Top Sells

1
+$1.32B
2
+$975M
3
+$649M
4
RTX icon
RTX Corp
RTX
+$628M
5
DIS icon
Walt Disney
DIS
+$567M

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
6551
– –
-1,464,700
6552
– –
-4,353,000
6553
– –
-130,895
6554
– –
-689,382
6555
– –
-1,051
6556
– –
-9,528
6557
– –
-9,213
6558
– –
-392
6559
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-106
6560
– –
-6,046
6561
$0 ﹤0.01%
20
-6,440
6562
– –
-158,937
6563
– –
-43,446
6564
– –
-225,553
6565
– –
-111,568
6566
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0
6567
$0 ﹤0.01%
56
-3
6568
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-128
6569
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-32,197
6570
$0 ﹤0.01%
20
6571
$0 ﹤0.01%
98
6572
$0 ﹤0.01%
2
6573
$0 ﹤0.01%
16
-500
6574
– –
-284
6575
$0 ﹤0.01%
89
-700
261 262
263
264 265