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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
5351
$63K ﹤0.01%
19,652
-40,522
5352
$63K ﹤0.01%
2,654
-1,728
5353
$63K ﹤0.01%
6,927
+4,507
5354
$63K ﹤0.01%
34,672
-42,524
5355
$63K ﹤0.01%
1,914
+740
5356
$62K ﹤0.01%
2,479
+1,100
5357
$62K ﹤0.01%
1,681
5358
$62K ﹤0.01%
9,094
-2,987
5359
$62K ﹤0.01%
2,767
-5,163
5360
$62K ﹤0.01%
16,539
-461
5361
$61K ﹤0.01%
9,330
-47,166
5362
$61K ﹤0.01%
4,714
-6,417
5363
$61K ﹤0.01%
24,581
-198,254
5364
$61K ﹤0.01%
4,827
-4,539
5365
$61K ﹤0.01%
1,663
-1,044
5366
$61K ﹤0.01%
2,381
-853
5367
$61K ﹤0.01%
2,750
-700
5368
$61K ﹤0.01%
6,148
+1,241
5369
$60K ﹤0.01%
1,804
+455
5370
$60K ﹤0.01%
2,561
+615
5371
$60K ﹤0.01%
7,471
-132,105
5372
$60K ﹤0.01%
2,589
-4,179
5373
$60K ﹤0.01%
2,367
-1,384
5374
$60K ﹤0.01%
6,867
+1,988
5375
$59K ﹤0.01%
18,428
-2,337
213 214
215
216 217