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
5476
$46K ﹤0.01%
9,010
-4,082
5477
$46K ﹤0.01%
3,008
-1,068
5478
$46K ﹤0.01%
4,270
-6,428
5479
$45K ﹤0.01%
+1,750
5480
$45K ﹤0.01%
1,700
+200
5481
$45K ﹤0.01%
1,523
-27,549
5482
$45K ﹤0.01%
3,304
-1,729
5483
$45K ﹤0.01%
10,005
+6,887
5484
$45K ﹤0.01%
76,900
+1,200
5485
$45K ﹤0.01%
6,432
-26,046
5486
$45K ﹤0.01%
1,630
5487
$45K ﹤0.01%
321
-9,884
5488
$45K ﹤0.01%
7,266
+5,172
5489
$45K ﹤0.01%
1,299
5490
$44K ﹤0.01%
5,932
+2,412
5491
$44K ﹤0.01%
41,886
+30
5492
$44K ﹤0.01%
1,171
-307
5493
– –
0
5494
$44K ﹤0.01%
3,391
-5,516
5495
$44K ﹤0.01%
4,314
+1,842
5496
$44K ﹤0.01%
1,435
5497
$44K ﹤0.01%
3,754
+1,280
5498
$44K ﹤0.01%
+2,186
5499
$44K ﹤0.01%
541
-2,018
5500
$44K ﹤0.01%
2,000
218 219
220
221 222