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
3376
$7.58M ﹤0.01%
172,981
-142,069
3377
$7.58M ﹤0.01%
216,774
-91,093
3378
$7.56M ﹤0.01%
893,103
+623,396
3379
$7.56M ﹤0.01%
+300,000
3380
$7.55M ﹤0.01%
2,121,952
-202,985
3381
$7.55M ﹤0.01%
248,930
-91,331
3382
$7.53M ﹤0.01%
335,740
-70,390
3383
$7.51M ﹤0.01%
347,145
-25,921
3384
$7.5M ﹤0.01%
233,521
-26,204
3385
$7.49M ﹤0.01%
220,683
+76,496
3386
$7.48M ﹤0.01%
260,427
+68,088
3387
$7.47M ﹤0.01%
240,296
-7,991
3388
$7.47M ﹤0.01%
148,006
-83,186
3389
$7.47M ﹤0.01%
115,579
-30,989
3390
$7.46M ﹤0.01%
648,664
-30,577
3391
$7.45M ﹤0.01%
2,395,532
+1,090,275
3392
$7.45M ﹤0.01%
646,521
+122,482
3393
$7.45M ﹤0.01%
741,605
+6,200
3394
$7.41M ﹤0.01%
358,950
+9,283
3395
$7.41M ﹤0.01%
381,196
+242,911
3396
$7.4M ﹤0.01%
269,618
-2,370
3397
$7.39M ﹤0.01%
530,535
+86,482
3398
$7.39M ﹤0.01%
1,541,979
+135,725
3399
$7.38M ﹤0.01%
627,753
+311,591
3400
$7.38M ﹤0.01%
233,902
-11,041
134 135
136
137 138