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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.06B
2
+$1.51B
3
+$1.42B
4
TSLA icon
Tesla
TSLA
+$1.17B
5
MSFT icon
Microsoft
MSFT
+$997M

Top Sells

1
+$925M
2
+$724M
3
+$581M
4
UBER icon
Uber
UBER
+$538M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$510M

Sector Composition

1 Technology 20.98%
2 Healthcare 10.48%
3 Financials 9.86%
4 Consumer Discretionary 8.78%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7451
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-6,816
7452
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-15
7453
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-424
7454
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-150,000
7455
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-10
7456
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-170
7457
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-10,883
7458
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-626
7459
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0
7460
$0 ﹤0.01%
1
7461
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-16
7462
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-10,000
7463
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-17,279
7464
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-2
7465
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-9,040
7466
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-684,600
7467
– –
-1,300
7468
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-5,533
7469
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-11,127
7470
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-100
7471
– –
-49,600
7472
– –
-68,745
7473
– –
-61
7474
– –
-22,429
7475
– –
-740
297 298
299
300 301