Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
IAC icon
IAC Inc
IAC
+$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
4726
$290K ﹤0.01%
33,196
+556
4727
$289K ﹤0.01%
20,594
+16,058
4728
$288K ﹤0.01%
9,862
-1,031
4729
$287K ﹤0.01%
19,191
-14,129
4730
$285K ﹤0.01%
1,806
-326
4731
$284K ﹤0.01%
87,693
-176,971
4732
$284K ﹤0.01%
20,319
-7,798
4733
$284K ﹤0.01%
249,232
+6,724
4734
$284K ﹤0.01%
21,938
+4,609
4735
$280K ﹤0.01%
8,309
-12,760
4736
$280K ﹤0.01%
80,443
+55,326
4737
$280K ﹤0.01%
11,445
+4
4738
$278K ﹤0.01%
8,806
-3,843
4739
$276K ﹤0.01%
34,924
4740
$276K ﹤0.01%
9,614
-12,637
4741
$275K ﹤0.01%
6,599
+97
4742
$275K ﹤0.01%
2,004
-3,889
4743
$274K ﹤0.01%
18,608
+11,304
4744
$273K ﹤0.01%
20,823
+1,222
4745
$273K ﹤0.01%
25,119
+10,979
4746
$272K ﹤0.01%
38,042
-92,266
4747
$272K ﹤0.01%
8,881
+7,427
4748
$271K ﹤0.01%
7,667
-2,997
4749
$271K ﹤0.01%
18,226
+86
4750
$271K ﹤0.01%
30,594
-7,808
188 189
190
191 192