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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
5501
$44K ﹤0.01%
5,932
+2,412
5502
$44K ﹤0.01%
41,886
+30
5503
$43K ﹤0.01%
4,147
+819
5504
$43K ﹤0.01%
13,633
+3,306
5505
$43K ﹤0.01%
1,148
-894
5506
$43K ﹤0.01%
10,185
-2,080
5507
$43K ﹤0.01%
1,421
-4,863
5508
$43K ﹤0.01%
1,546
+440
5509
$43K ﹤0.01%
+2,300
5510
$42K ﹤0.01%
11,343
+8,732
5511
$42K ﹤0.01%
15,853
-177,115
5512
$42K ﹤0.01%
6,840
-2,600
5513
$42K ﹤0.01%
+5,659
5514
$42K ﹤0.01%
4,282
-1,232
5515
$42K ﹤0.01%
742
-2,112
5516
$42K ﹤0.01%
1,981
-7,863
5517
$42K ﹤0.01%
7,307
-22,138
5518
$41K ﹤0.01%
4,285
-5,223
5519
$41K ﹤0.01%
13,924
-295,536
5520
$41K ﹤0.01%
1,409
+112
5521
$41K ﹤0.01%
1,540
-200
5522
$41K ﹤0.01%
816
-267
5523
$41K ﹤0.01%
1,316
-2,244
5524
$41K ﹤0.01%
11,450
-650
5525
$41K ﹤0.01%
379
-424
219 220
221
222 223