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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
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%
3,304
-1,729
5481
$45K ﹤0.01%
10,005
+6,887
5482
$45K ﹤0.01%
76,900
+1,200
5483
$45K ﹤0.01%
6,432
-26,046
5484
$45K ﹤0.01%
1,630
5485
$45K ﹤0.01%
321
-9,884
5486
$45K ﹤0.01%
7,266
+5,172
5487
$45K ﹤0.01%
1,299
5488
$45K ﹤0.01%
1,700
+200
5489
$45K ﹤0.01%
1,523
-27,549
5490
$44K ﹤0.01%
1,171
-307
5491
$44K ﹤0.01%
1,435
5492
$44K ﹤0.01%
541
-2,018
5493
– –
0
5494
$44K ﹤0.01%
3,391
-5,516
5495
$44K ﹤0.01%
4,314
+1,842
5496
$44K ﹤0.01%
3,754
+1,280
5497
$44K ﹤0.01%
+2,186
5498
$44K ﹤0.01%
2,000
5499
$44K ﹤0.01%
3,790
-8,211
5500
$44K ﹤0.01%
730
218 219
220
221 222