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
5576
$35K ﹤0.01%
2,475
-11,301
5577
$35K ﹤0.01%
3,295
+45
5578
$35K ﹤0.01%
3,100
+2,424
5579
$35K ﹤0.01%
21,684
+15,134
5580
$35K ﹤0.01%
53,905
-750
5581
$35K ﹤0.01%
380
-631
5582
$34K ﹤0.01%
1,102
-7,594
5583
$34K ﹤0.01%
2,109
-128
5584
$34K ﹤0.01%
2,951
-4,581
5585
$34K ﹤0.01%
+13,342
5586
$34K ﹤0.01%
433
-685
5587
$34K ﹤0.01%
2,513
-4,058
5588
$34K ﹤0.01%
9,105
-6,520
5589
$34K ﹤0.01%
4,517
-1,332
5590
$34K ﹤0.01%
18,218
-1,081
5591
$34K ﹤0.01%
2,906
-2,981
5592
$34K ﹤0.01%
983
5593
$33K ﹤0.01%
1,425
-100
5594
$33K ﹤0.01%
2,464
-5,126
5595
$33K ﹤0.01%
1,790
5596
$33K ﹤0.01%
1,735
-3,634
5597
$33K ﹤0.01%
656
5598
$33K ﹤0.01%
13,343
-3
5599
$33K ﹤0.01%
21,083
5600
$33K ﹤0.01%
38,393
+2,940
222 223
224
225 226