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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
5801
$17K ﹤0.01%
162
5802
$17K ﹤0.01%
5,956
-10,570
5803
$17K ﹤0.01%
2,488
+2,288
5804
$17K ﹤0.01%
+463
5805
$17K ﹤0.01%
480
5806
$17K ﹤0.01%
1,572
5807
$17K ﹤0.01%
349
+80
5808
$17K ﹤0.01%
+3,500
5809
$17K ﹤0.01%
1,667
-29,966
5810
$17K ﹤0.01%
371
5811
$17K ﹤0.01%
679
-8
5812
$17K ﹤0.01%
418
5813
$17K ﹤0.01%
1,492
-1,715
5814
$17K ﹤0.01%
385
-569
5815
$17K ﹤0.01%
612
-835
5816
$17K ﹤0.01%
1,195
-2,844
5817
$16K ﹤0.01%
120
+72
5818
$16K ﹤0.01%
14
-52
5819
$16K ﹤0.01%
173
5820
$16K ﹤0.01%
995
-6,950
5821
$16K ﹤0.01%
973
-1,536
5822
$16K ﹤0.01%
1,043
5823
$16K ﹤0.01%
448
-167
5824
$16K ﹤0.01%
136
-273
5825
$16K ﹤0.01%
502
+1
231 232
233
234 235