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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
4576
$413K ﹤0.01%
15,160
4577
$413K ﹤0.01%
19,691
+1,172
4578
$413K ﹤0.01%
39,928
+33,008
4579
$412K ﹤0.01%
29,468
+6,808
4580
$412K ﹤0.01%
19,841
-27,285
4581
$411K ﹤0.01%
17,640
-5,883
4582
$409K ﹤0.01%
11,370
+235
4583
$408K ﹤0.01%
43,190
-26,888
4584
$408K ﹤0.01%
25,180
-1,551
4585
$408K ﹤0.01%
28,797
-4,450
4586
$407K ﹤0.01%
21,067
+7,328
4587
$406K ﹤0.01%
3,608
+3,582
4588
$405K ﹤0.01%
7,241
-1,392
4589
$405K ﹤0.01%
47,166
+33,723
4590
$405K ﹤0.01%
+18,836
4591
$402K ﹤0.01%
+10,563
4592
$400K ﹤0.01%
46,911
-5,249
4593
$399K ﹤0.01%
25,331
+5,149
4594
$399K ﹤0.01%
28,810
-2,727
4595
$398K ﹤0.01%
7,175
-422
4596
$396K ﹤0.01%
49,720
+22,648
4597
$396K ﹤0.01%
132,155
+109,773
4598
$395K ﹤0.01%
71,098
-666
4599
$395K ﹤0.01%
10,692
-17,884
4600
$394K ﹤0.01%
5,717
+248
182 183
184
185 186