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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
5651
$28K ﹤0.01%
1,704
-1,704
5652
$28K ﹤0.01%
8,400
5653
$28K ﹤0.01%
4,476
-8,215
5654
$28K ﹤0.01%
11,259
+1,630
5655
$28K ﹤0.01%
757
+48
5656
$28K ﹤0.01%
14,635
+10,012
5657
– –
0
5658
$27K ﹤0.01%
3,500
5659
$27K ﹤0.01%
2,213
+425
5660
$27K ﹤0.01%
+275
5661
$27K ﹤0.01%
466
-12
5662
$27K ﹤0.01%
1,136
-1,068
5663
$27K ﹤0.01%
2,782
-2,836
5664
$27K ﹤0.01%
2,309
+199
5665
$27K ﹤0.01%
4,389
+1,655
5666
$27K ﹤0.01%
6,863
-11,230
5667
$27K ﹤0.01%
1,043
5668
$26K ﹤0.01%
+6,614
5669
$26K ﹤0.01%
+1,133
5670
$26K ﹤0.01%
4,611
+896
5671
$26K ﹤0.01%
2,770
-1,290
5672
$26K ﹤0.01%
4,677
-8,561
5673
$26K ﹤0.01%
877
5674
$26K ﹤0.01%
762
5675
$26K ﹤0.01%
1,171
-1,655
225 226
227
228 229