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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
5001
$150K ﹤0.01%
13,334
-23,250
5002
$149K ﹤0.01%
7,262
+3,720
5003
$149K ﹤0.01%
36,804
+36,638
5004
$149K ﹤0.01%
22,649
-10,145
5005
$149K ﹤0.01%
10,568
+5,368
5006
$149K ﹤0.01%
18,737
-68
5007
$149K ﹤0.01%
8,355
-116
5008
$149K ﹤0.01%
8,698
+6,808
5009
$148K ﹤0.01%
1,588
+400
5010
$148K ﹤0.01%
4,315
-16,353
5011
$147K ﹤0.01%
10,160
-14,136
5012
$147K ﹤0.01%
3,398
-9,265
5013
$147K ﹤0.01%
55,132
+27,471
5014
$147K ﹤0.01%
5,804
-42,620
5015
$147K ﹤0.01%
8,561
+1,028
5016
$147K ﹤0.01%
7,959
-985
5017
$146K ﹤0.01%
900
5018
$145K ﹤0.01%
4,793
+3,677
5019
$145K ﹤0.01%
5,929
+126
5020
$145K ﹤0.01%
6,749
-404
5021
$145K ﹤0.01%
39,030
-13,799
5022
$144K ﹤0.01%
7,252
+1,040
5023
$144K ﹤0.01%
7,741
-259,460
5024
$143K ﹤0.01%
5,268
-593
5025
$143K ﹤0.01%
12,473
+2,488
199 200
201
202 203