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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
5676
$26K ﹤0.01%
1,691
-2,389
5677
$26K ﹤0.01%
10,205
-24,711
5678
$26K ﹤0.01%
3,250
-2,337
5679
$26K ﹤0.01%
+1,154
5680
$25K ﹤0.01%
7,374
-12,164
5681
$25K ﹤0.01%
35
5682
– –
0
5683
$25K ﹤0.01%
2,581
-2,586
5684
$25K ﹤0.01%
942
-1,268
5685
$25K ﹤0.01%
2,459
-1,474
5686
$25K ﹤0.01%
5,135
+3,468
5687
$25K ﹤0.01%
1,100
-1,136
5688
$25K ﹤0.01%
905
-134
5689
$25K ﹤0.01%
111,598
+104,723
5690
$25K ﹤0.01%
1,490
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5691
$25K ﹤0.01%
500
5692
$25K ﹤0.01%
1,372
-943
5693
$25K ﹤0.01%
+114
5694
$24K ﹤0.01%
1,226
-720
5695
$24K ﹤0.01%
381
+120
5696
$24K ﹤0.01%
2,122
-2,966
5697
$24K ﹤0.01%
403
+200
5698
$24K ﹤0.01%
764
-1,111
5699
$24K ﹤0.01%
1,097
-1,005
5700
$24K ﹤0.01%
2,360
-1,186
226 227
228
229 230