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
5601
$33K ﹤0.01%
8,031
+238
5602
$33K ﹤0.01%
2,826
5603
$33K ﹤0.01%
1,076
+31
5604
$32K ﹤0.01%
3,233
5605
$32K ﹤0.01%
1,289
-1,693
5606
$32K ﹤0.01%
495
5607
$32K ﹤0.01%
2,005
5608
$32K ﹤0.01%
6,316
+2,748
5609
$32K ﹤0.01%
5,188
-232,713
5610
$32K ﹤0.01%
1,597
-4,600
5611
$32K ﹤0.01%
11,657
+205
5612
$32K ﹤0.01%
1,699
5613
$32K ﹤0.01%
7,510
+100
5614
$31K ﹤0.01%
430
-100
5615
$31K ﹤0.01%
260
+203
5616
– –
0
5617
$31K ﹤0.01%
5,518
+341
5618
$31K ﹤0.01%
1,362
-112
5619
$31K ﹤0.01%
805
-297
5620
$31K ﹤0.01%
8,139
+5,284
5621
$31K ﹤0.01%
1,277
-1,372
5622
$31K ﹤0.01%
472
+31
5623
$31K ﹤0.01%
675
+378
5624
$31K ﹤0.01%
3,480
-75,232
5625
$31K ﹤0.01%
14,555
+13,035
223 224
225
226 227