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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
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%
2,109
-128
5583
$34K ﹤0.01%
2,951
-4,581
5584
$34K ﹤0.01%
+13,342
5585
$34K ﹤0.01%
433
-685
5586
$34K ﹤0.01%
2,513
-4,058
5587
$34K ﹤0.01%
9,105
-6,520
5588
$34K ﹤0.01%
4,517
-1,332
5589
$34K ﹤0.01%
18,218
-1,081
5590
$34K ﹤0.01%
2,906
-2,981
5591
$34K ﹤0.01%
983
5592
$34K ﹤0.01%
1,102
-7,594
5593
$33K ﹤0.01%
1,790
5594
$33K ﹤0.01%
1,425
-100
5595
$33K ﹤0.01%
2,464
-5,126
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