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
3476
$6.82M ﹤0.01%
368,507
+96,697
3477
$6.82M ﹤0.01%
265,986
-149,183
3478
$6.81M ﹤0.01%
215,399
+25,828
3479
$6.81M ﹤0.01%
669,351
-51,352
3480
$6.79M ﹤0.01%
400,863
+203,579
3481
$6.79M ﹤0.01%
428,698
+143,564
3482
$6.78M ﹤0.01%
277,963
+36,243
3483
$6.78M ﹤0.01%
355,615
+4,462
3484
$6.77M ﹤0.01%
668,413
-10,426
3485
$6.76M ﹤0.01%
640,989
+444,744
3486
$6.76M ﹤0.01%
75,503
-29,945
3487
$6.75M ﹤0.01%
958,233
-296,405
3488
$6.74M ﹤0.01%
825,393
+6,490
3489
$6.74M ﹤0.01%
815,381
+28,359
3490
$6.73M ﹤0.01%
137,409
+23,947
3491
$6.71M ﹤0.01%
188,216
+33,673
3492
$6.69M ﹤0.01%
192,931
-103,207
3493
$6.69M ﹤0.01%
223,376
+53,390
3494
$6.68M ﹤0.01%
632,217
-12,232
3495
$6.67M ﹤0.01%
488,941
-45,730
3496
$6.67M ﹤0.01%
341,633
-25,149
3497
$6.66M ﹤0.01%
344,345
-50,959
3498
$6.66M ﹤0.01%
364,027
+150,030
3499
$6.66M ﹤0.01%
324,826
-58,027
3500
$6.66M ﹤0.01%
337,837
+124,398
138 139
140
141 142