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
3526
$6.42M ﹤0.01%
1,345,318
+172,820
3527
$6.4M ﹤0.01%
1,042,917
+106,150
3528
$6.4M ﹤0.01%
344,819
-42,389
3529
$6.39M ﹤0.01%
170,623
+2,508
3530
$6.39M ﹤0.01%
377,734
-77,992
3531
$6.39M ﹤0.01%
949,097
+323,318
3532
$6.39M ﹤0.01%
253,753
+141,304
3533
$6.37M ﹤0.01%
165,697
+51,462
3534
$6.37M ﹤0.01%
984,752
-745,246
3535
$6.37M ﹤0.01%
136,069
+6,022
3536
$6.37M ﹤0.01%
157,209
-36,301
3537
$6.37M ﹤0.01%
7,859,503
-17,900
3538
$6.36M ﹤0.01%
561,217
-8,431
3539
$6.36M ﹤0.01%
872,196
-15,864
3540
$6.35M ﹤0.01%
876,437
-6,873
3541
$6.35M ﹤0.01%
489,150
-7,948
3542
$6.32M ﹤0.01%
430,884
+85,629
3543
$6.32M ﹤0.01%
291,259
+19,845
3544
$6.32M ﹤0.01%
266,159
-1,497
3545
$6.3M ﹤0.01%
713,922
-693,768
3546
$6.3M ﹤0.01%
233,044
+232,744
3547
$6.29M ﹤0.01%
229,642
+92,435
3548
$6.28M ﹤0.01%
790,383
-249,338
3549
$6.27M ﹤0.01%
679,463
-64,088
3550
$6.26M ﹤0.01%
394,601
-95,029
140 141
142
143 144