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
5626
$31K ﹤0.01%
174,745
-100,212
5627
$31K ﹤0.01%
+2,157
5628
$30K ﹤0.01%
4,014
+1,481
5629
$30K ﹤0.01%
1,963
-60,772
5630
$30K ﹤0.01%
2,525
-1,355
5631
$30K ﹤0.01%
2,540
-34,453
5632
$30K ﹤0.01%
1,178
-275
5633
$30K ﹤0.01%
3,116
-22
5634
$30K ﹤0.01%
1,370
-793
5635
$30K ﹤0.01%
1,798
+192
5636
$30K ﹤0.01%
11,132
+8,774
5637
$30K ﹤0.01%
1,834
-4,602
5638
$30K ﹤0.01%
2,600
-346
5639
$30K ﹤0.01%
11,712
5640
$30K ﹤0.01%
734
+626
5641
$30K ﹤0.01%
4,300
5642
$30K ﹤0.01%
10,163
-661
5643
$29K ﹤0.01%
1,252
-325
5644
$29K ﹤0.01%
638
-297
5645
$29K ﹤0.01%
1,683
-2,081
5646
$29K ﹤0.01%
29,046
5647
$29K ﹤0.01%
3,600
5648
$29K ﹤0.01%
12,509
-4,261
5649
$29K ﹤0.01%
1,728
-119
5650
$29K ﹤0.01%
6,879
+341
224 225
226
227 228