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
3451
$7M ﹤0.01%
760,401
+18,571
3452
$6.98M ﹤0.01%
1,329,469
-905,355
3453
$6.98M ﹤0.01%
487,662
-24,670
3454
$6.97M ﹤0.01%
245,810
-4,468
3455
$6.96M ﹤0.01%
127,472
+10,853
3456
$6.95M ﹤0.01%
538,225
-77,660
3457
$6.94M ﹤0.01%
534,976
+17,449
3458
$6.94M ﹤0.01%
331,380
-188,782
3459
$6.93M ﹤0.01%
190,278
-987
3460
$6.92M ﹤0.01%
167,954
+49,247
3461
$6.9M ﹤0.01%
387,715
-133,649
3462
$6.9M ﹤0.01%
245,364
+54,489
3463
$6.88M ﹤0.01%
1,295,571
+8,679
3464
$6.88M ﹤0.01%
166,720
+7,827
3465
$6.87M ﹤0.01%
2,481,853
-321,883
3466
$6.87M ﹤0.01%
1,148,007
-12,593
3467
$6.86M ﹤0.01%
909,404
+273,870
3468
$6.85M ﹤0.01%
257,096
+22,979
3469
$6.85M ﹤0.01%
94,561
+12,951
3470
$6.84M ﹤0.01%
1,692,377
+556,907
3471
$6.84M ﹤0.01%
561,302
+67,171
3472
$6.83M ﹤0.01%
242,495
+45,340
3473
$6.83M ﹤0.01%
325,319
+52,173
3474
$6.83M ﹤0.01%
273,704
+79,098
3475
$6.83M ﹤0.01%
323,072
+45,251
137 138
139
140 141