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
3501
$6.65M ﹤0.01%
341,703
-31,763
3502
$6.65M ﹤0.01%
58,990
-30,106
3503
$6.64M ﹤0.01%
415,059
+46,844
3504
$6.64M ﹤0.01%
124,430
+60,650
3505
$6.63M ﹤0.01%
1,249,248
+20,081
3506
$6.63M ﹤0.01%
142,047
+17,788
3507
$6.63M ﹤0.01%
207,628
-82,795
3508
$6.61M ﹤0.01%
144,096
+79,875
3509
$6.61M ﹤0.01%
431,556
-36,082
3510
$6.59M ﹤0.01%
386,262
-187,033
3511
$6.58M ﹤0.01%
278,640
-2,528
3512
$6.55M ﹤0.01%
306,138
-37,533
3513
$6.55M ﹤0.01%
2,416,778
+1,195,194
3514
$6.54M ﹤0.01%
143,470
-13,579
3515
$6.53M ﹤0.01%
596,104
-129,531
3516
$6.52M ﹤0.01%
736,221
+3,887
3517
$6.51M ﹤0.01%
455,370
-10,966
3518
$6.51M ﹤0.01%
203,679
-8,050
3519
$6.51M ﹤0.01%
229,146
+120,402
3520
$6.47M ﹤0.01%
206,837
+39,514
3521
$6.46M ﹤0.01%
529,804
-139,673
3522
$6.46M ﹤0.01%
108,344
+24,866
3523
$6.45M ﹤0.01%
277,688
+235,200
3524
$6.44M ﹤0.01%
209,723
-7,708
3525
$6.43M ﹤0.01%
54,558
+4,233
139 140
141
142 143