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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
5726
$22K ﹤0.01%
9,632
-3,628
5727
$22K ﹤0.01%
17,590
-13,005
5728
$22K ﹤0.01%
+2,193
5729
$22K ﹤0.01%
44,383
-350,088
5730
$22K ﹤0.01%
1,140
+148
5731
$22K ﹤0.01%
3,145
-783
5732
$22K ﹤0.01%
280
-19,875
5733
$22K ﹤0.01%
1,994
+27
5734
$21K ﹤0.01%
2,010
+444
5735
$21K ﹤0.01%
882
5736
$21K ﹤0.01%
805
5737
$21K ﹤0.01%
400
5738
$21K ﹤0.01%
3,513
-86,274
5739
$21K ﹤0.01%
2,934
-6,539
5740
$21K ﹤0.01%
732
5741
$21K ﹤0.01%
5,021
-1,749
5742
$21K ﹤0.01%
941
-6,545
5743
$21K ﹤0.01%
1,322
-6,714
5744
$21K ﹤0.01%
+867
5745
$21K ﹤0.01%
2,204
+4
5746
$21K ﹤0.01%
750
5747
$21K ﹤0.01%
364
-2,477
5748
$21K ﹤0.01%
1,475
-18,432
5749
$21K ﹤0.01%
14,087
-3,771
5750
$21K ﹤0.01%
740
-1,410
228 229
230
231 232