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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
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,007
New
Increased
Reduced
Closed

Top Buys

1
+$2.28B
2
+$1.22B
3
+$982M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$891M
5
UBER icon
Uber
UBER
+$879M

Top Sells

1
+$610M
2
+$589M
3
+$493M
4
DD icon
DuPont de Nemours
DD
+$479M
5
PPLI
People Inc
PPLI
+$430M

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
4526
$453K ﹤0.01%
585
-294
4527
$452K ﹤0.01%
16,606
-4,516
4528
$451K ﹤0.01%
27,512
-4,807
4529
$451K ﹤0.01%
98,785
+660
4530
$450K ﹤0.01%
22,423
-13,361
4531
$449K ﹤0.01%
1,656
4532
$449K ﹤0.01%
21,065
+2,382
4533
$448K ﹤0.01%
23,568
-4,412
4534
$448K ﹤0.01%
17,256
+2,308
4535
$447K ﹤0.01%
14,260
-7,647
4536
$447K ﹤0.01%
29,154
-17,115
4537
$446K ﹤0.01%
31,556
+2,594
4538
$445K ﹤0.01%
26,202
-2,732
4539
$444K ﹤0.01%
9,720
-1,895
4540
$444K ﹤0.01%
617,100
+25,700
4541
$443K ﹤0.01%
10,591
-46,701
4542
$441K ﹤0.01%
88,040
-38,376
4543
$441K ﹤0.01%
35,589
-297,489
4544
$441K ﹤0.01%
65,601
-70,808
4545
$441K ﹤0.01%
16,566
-4,159
4546
$441K ﹤0.01%
20,232
+8,442
4547
$440K ﹤0.01%
11,410
-102,934
4548
$440K ﹤0.01%
403,824
+278,706
4549
$440K ﹤0.01%
33,157
+2,878
4550
$439K ﹤0.01%
16,290
-78,148
180 181
182
183 184