Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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 20.99%
2 Healthcare 10.48%
3 Financials 9.86%
4 Consumer Discretionary 8.77%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7551
– –
-59
7552
– –
-578
7553
– –
-100
7554
– –
-104
7555
– –
-685
7556
– –
-10,000
7557
– –
-17,279
7558
– –
0
7559
– –
-100
7560
– –
0
7561
– –
-1,639
7562
– –
-1,439
7563
– –
-1
7564
– –
-52
7565
– –
-250
7566
– –
-80
7567
– –
-1,200
7568
– –
-864
7569
– –
-2
7570
– –
-261,419
7571
– –
-14
7572
$0 ﹤0.01%
1
7573
– –
-142
7574
– –
-787,585
7575
– –
-29,705
301 302
303
304 305