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
3251
$8.64M ﹤0.01%
702,449
-9,828
3252
$8.6M ﹤0.01%
252,413
+12,364
3253
$8.6M ﹤0.01%
293,043
+75,595
3254
$8.59M ﹤0.01%
224,802
-43,649
3255
$8.57M ﹤0.01%
254,420
+78,124
3256
$8.57M ﹤0.01%
585,674
+15,946
3257
$8.57M ﹤0.01%
189,034
-26,198
3258
$8.56M ﹤0.01%
114,849
-9,000
3259
$8.55M ﹤0.01%
858,891
-8,141
3260
$8.55M ﹤0.01%
117,889
+10,299
3261
$8.54M ﹤0.01%
806,548
+219,436
3262
$8.54M ﹤0.01%
99,858
+11,416
3263
$8.53M ﹤0.01%
260,645
-15,904
3264
$8.51M ﹤0.01%
514,872
+139,825
3265
$8.5M ﹤0.01%
295,730
+23,082
3266
$8.48M ﹤0.01%
1,249,606
+465,655
3267
$8.48M ﹤0.01%
858,491
+728,396
3268
$8.48M ﹤0.01%
1,358,952
-45,785
3269
$8.48M ﹤0.01%
198,478
+3,289
3270
$8.47M ﹤0.01%
145,934
-14,276
3271
$8.47M ﹤0.01%
209,927
-18,324
3272
$8.47M ﹤0.01%
4,529,318
-2,857
3273
$8.47M ﹤0.01%
154,980
+39,868
3274
$8.46M ﹤0.01%
4,909,567
-1,908,217
3275
$8.46M ﹤0.01%
1,115,581
-33,469
129 130
131
132 133