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
3576
$6.09M ﹤0.01%
120,885
+6,506
3577
$6.08M ﹤0.01%
56,194
+1,327
3578
$6.06M ﹤0.01%
360,037
-138,931
3579
$6.05M ﹤0.01%
1,640,367
-339,500
3580
$6.04M ﹤0.01%
408,447
+96,284
3581
$6.02M ﹤0.01%
265,034
+81
3582
$6.02M ﹤0.01%
140,970
-1,991
3583
$6.02M ﹤0.01%
2,229,190
-145,317
3584
$6.02M ﹤0.01%
1,563,264
-78,761
3585
$6.01M ﹤0.01%
353,635
-3,225
3586
$6.01M ﹤0.01%
1,076,182
+401,031
3587
$6M ﹤0.01%
582,647
-117,177
3588
$5.99M ﹤0.01%
119,637
+6,894
3589
$5.99M ﹤0.01%
132,965
+5,549
3590
$5.98M ﹤0.01%
195,022
+58,548
3591
$5.97M ﹤0.01%
196,124
-33,693
3592
$5.97M ﹤0.01%
115,050
-29,754
3593
$5.97M ﹤0.01%
416,133
-91,467
3594
$5.97M ﹤0.01%
479,513
+293,412
3595
$5.95M ﹤0.01%
137,862
+6,540
3596
$5.95M ﹤0.01%
282,172
+86,928
3597
$5.94M ﹤0.01%
424,668
-33,374
3598
$5.94M ﹤0.01%
70,588
-5,191
3599
$5.93M ﹤0.01%
144,952
-9,784
3600
$5.92M ﹤0.01%
777,171
+49,299
142 143
144
145 146