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
5801
$17K ﹤0.01%
480
5802
$17K ﹤0.01%
1,572
5803
$17K ﹤0.01%
349
+80
5804
$17K ﹤0.01%
+3,500
5805
$17K ﹤0.01%
1,667
-29,966
5806
$17K ﹤0.01%
371
5807
$17K ﹤0.01%
679
-8
5808
$17K ﹤0.01%
418
5809
$17K ﹤0.01%
1,492
-1,715
5810
$17K ﹤0.01%
612
-835
5811
$17K ﹤0.01%
1,195
-2,844
5812
$17K ﹤0.01%
5,956
-10,570
5813
$17K ﹤0.01%
2,488
+2,288
5814
$17K ﹤0.01%
+463
5815
$17K ﹤0.01%
385
-569
5816
$17K ﹤0.01%
162
5817
$16K ﹤0.01%
1,311
+819
5818
$16K ﹤0.01%
494
-1,663
5819
$16K ﹤0.01%
240
+144
5820
$16K ﹤0.01%
14
-52
5821
$16K ﹤0.01%
173
5822
$16K ﹤0.01%
995
-6,950
5823
$16K ﹤0.01%
973
-1,536
5824
$16K ﹤0.01%
1,043
5825
$16K ﹤0.01%
448
-167
231 232
233
234 235