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
5251
$84K ﹤0.01%
2,947
-1,799
5252
$83K ﹤0.01%
6,865
+1,587
5253
$83K ﹤0.01%
1,124
+1,106
5254
$83K ﹤0.01%
2,234
-1,641
5255
$83K ﹤0.01%
2,427
-2,130
5256
$83K ﹤0.01%
13,011
-4,483
5257
$82K ﹤0.01%
1,384
+51
5258
$82K ﹤0.01%
2,329
+372
5259
$82K ﹤0.01%
+181
5260
$82K ﹤0.01%
22,944
-85,290
5261
$82K ﹤0.01%
3,736
5262
$81K ﹤0.01%
16,079
-613
5263
$81K ﹤0.01%
34,342
+7,301
5264
$81K ﹤0.01%
1,619
-490
5265
$80K ﹤0.01%
9,999
+969
5266
$80K ﹤0.01%
+2,150
5267
$80K ﹤0.01%
717
+252
5268
$80K ﹤0.01%
2,907
+304
5269
$80K ﹤0.01%
2,868
5270
$79K ﹤0.01%
11,489
-95,677
5271
$79K ﹤0.01%
8,900
-46,588
5272
$79K ﹤0.01%
+14,260
5273
$79K ﹤0.01%
6,068
-102,148
5274
$79K ﹤0.01%
728
-629
5275
$78K ﹤0.01%
3,136
+184
209 210
211
212 213