Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$933B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,077
New
Increased
Reduced
Closed

Top Buys

1 +$1.67B
2 +$1.06B
3 +$919M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$835M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$724M

Top Sells

1 +$1.33B
2 +$740M
3 +$732M
4
TSLA icon
Tesla
TSLA
+$687M
5
BAX icon
Baxter International
BAX
+$673M

Sector Composition

1 Technology 19.28%
2 Healthcare 10.85%
3 Financials 9.94%
4 Consumer Discretionary 8.38%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$9.56M ﹤0.01%
285,644
+9,229
3177
$9.56M ﹤0.01%
112,454
+8,690
3178
$9.56M ﹤0.01%
67,309
+14,704
3179
$9.56M ﹤0.01%
517,233
+25,157
3180
$9.55M ﹤0.01%
663,871
+132,089
3181
$9.53M ﹤0.01%
1,361,015
-186,743
3182
$9.52M ﹤0.01%
320,856
+17,824
3183
$9.51M ﹤0.01%
483,716
-72,720
3184
$9.5M ﹤0.01%
153,342
-351,054
3185
$9.49M ﹤0.01%
430,427
+27,587
3186
$9.48M ﹤0.01%
585,753
+519,271
3187
$9.46M ﹤0.01%
302,907
+38,819
3188
$9.45M ﹤0.01%
102,492
+489
3189
$9.44M ﹤0.01%
148,386
-201,483
3190
$9.42M ﹤0.01%
1,118,976
-32,243
3191
$9.41M ﹤0.01%
614,921
+283,773
3192
$9.4M ﹤0.01%
1,499,444
+746,599
3193
$9.4M ﹤0.01%
171,424
+4,683
3194
$9.39M ﹤0.01%
540,426
-347,175
3195
$9.38M ﹤0.01%
677,578
+43,161
3196
$9.37M ﹤0.01%
325,493
-42,918
3197
$9.36M ﹤0.01%
168,544
-19,702
3198
$9.35M ﹤0.01%
337,428
+89,705
3199
$9.33M ﹤0.01%
+200,001
3200
$9.3M ﹤0.01%
493,458
-252,339