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
3276
$8.46M ﹤0.01%
461,026
-5,608
3277
$8.45M ﹤0.01%
1,433,034
+174,112
3278
$8.45M ﹤0.01%
182,479
+5,814
3279
$8.45M ﹤0.01%
394,104
+104,160
3280
$8.44M ﹤0.01%
207,479
-52,248
3281
$8.44M ﹤0.01%
668,407
+429,806
3282
$8.44M ﹤0.01%
327,905
-41,781
3283
$8.42M ﹤0.01%
321,351
+21,414
3284
$8.41M ﹤0.01%
1,434,376
-31,289
3285
$8.41M ﹤0.01%
417,759
-132,977
3286
$8.4M ﹤0.01%
198,979
-32,276
3287
$8.39M ﹤0.01%
834,818
-39,574
3288
$8.39M ﹤0.01%
325,899
+8,873
3289
$8.38M ﹤0.01%
995,594
+40,481
3290
$8.38M ﹤0.01%
621,406
+13,899
3291
$8.36M ﹤0.01%
1,050,950
+96,268
3292
$8.35M ﹤0.01%
147,939
+54,014
3293
$8.34M ﹤0.01%
274,280
+50,847
3294
$8.33M ﹤0.01%
384,737
+46,761
3295
$8.33M ﹤0.01%
364,331
+37,841
3296
$8.32M ﹤0.01%
1,680,869
+120,348
3297
$8.32M ﹤0.01%
386,340
+83,036
3298
$8.32M ﹤0.01%
663,133
+52,964
3299
$8.31M ﹤0.01%
137,551
+49,404
3300
$8.31M ﹤0.01%
1,591,431
+670,059
130 131
132
133 134