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
3226
$8.93M ﹤0.01%
581,437
-113,711
3227
$8.92M ﹤0.01%
73,558
-5,282
3228
$8.9M ﹤0.01%
149,267
+15,787
3229
$8.88M ﹤0.01%
204,104
-216,617
3230
$8.88M ﹤0.01%
1,014,398
+55,202
3231
$8.87M ﹤0.01%
221,679
-10,753
3232
$8.86M ﹤0.01%
101,485
+1,677
3233
$8.86M ﹤0.01%
119,458
-16,570
3234
$8.77M ﹤0.01%
373,799
+30,957
3235
$8.76M ﹤0.01%
1,051,479
+199,620
3236
$8.76M ﹤0.01%
1,407,778
+159,261
3237
$8.74M ﹤0.01%
313,985
+3,921
3238
$8.73M ﹤0.01%
252,410
+1,517
3239
$8.72M ﹤0.01%
510,520
+80,302
3240
$8.72M ﹤0.01%
383,369
+106,044
3241
$8.72M ﹤0.01%
199,567
+33,700
3242
$8.72M ﹤0.01%
332,050
+67,903
3243
$8.72M ﹤0.01%
232,929
-21,870
3244
$8.7M ﹤0.01%
242,981
+154,847
3245
$8.69M ﹤0.01%
205,330
+12,387
3246
$8.68M ﹤0.01%
985,231
+97,487
3247
$8.68M ﹤0.01%
350,136
+5,947
3248
$8.67M ﹤0.01%
325,923
+40,244
3249
$8.66M ﹤0.01%
2,171,664
-980,498
3250
$8.65M ﹤0.01%
992,381
+719,302
128 129
130
131 132