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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
5926
$11K ﹤0.01%
675
-106
5927
$11K ﹤0.01%
1,216
-2,254
5928
$11K ﹤0.01%
6,130
5929
$11K ﹤0.01%
13,242
+944
5930
$11K ﹤0.01%
1,056
+196
5931
$11K ﹤0.01%
1,065
+129
5932
$11K ﹤0.01%
267
5933
$11K ﹤0.01%
297
-967
5934
$10K ﹤0.01%
600
-2
5935
$10K ﹤0.01%
362
5936
$10K ﹤0.01%
2,380
5937
$10K ﹤0.01%
1,190
-2,287
5938
$10K ﹤0.01%
375
-338
5939
$10K ﹤0.01%
720
-667
5940
$10K ﹤0.01%
116
5941
$10K ﹤0.01%
419
-860
5942
$10K ﹤0.01%
369
5943
$10K ﹤0.01%
1,525
+1,038
5944
$10K ﹤0.01%
264
-999
5945
$10K ﹤0.01%
958
+594
5946
$10K ﹤0.01%
1,039
+591
5947
$10K ﹤0.01%
2,600
-21,385
5948
$10K ﹤0.01%
120
-328
5949
$10K ﹤0.01%
1,499
-6,598
5950
$10K ﹤0.01%
+950
236 237
238
239 240