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
3601
$5.91M ﹤0.01%
1,448,448
-729,468
3602
$5.9M ﹤0.01%
928,131
-225,253
3603
$5.9M ﹤0.01%
122,664
+2,033
3604
$5.89M ﹤0.01%
116,209
-107
3605
$5.89M ﹤0.01%
43,612
-10,796
3606
$5.88M ﹤0.01%
285,008
+33,820
3607
$5.88M ﹤0.01%
176,547
+2,056
3608
$5.88M ﹤0.01%
55,707
-68,799
3609
$5.88M ﹤0.01%
562,602
+13,385
3610
$5.87M ﹤0.01%
577,984
-966
3611
$5.85M ﹤0.01%
479,000
-46,079
3612
$5.84M ﹤0.01%
1,015,581
-1,133
3613
$5.84M ﹤0.01%
187,568
+10,578
3614
$5.83M ﹤0.01%
251,840
-30,171
3615
$5.83M ﹤0.01%
330,559
-14,910
3616
$5.83M ﹤0.01%
1,494,099
+578
3617
$5.82M ﹤0.01%
317,428
-25,662
3618
$5.82M ﹤0.01%
897,102
+108,931
3619
$5.81M ﹤0.01%
888,496
-301,091
3620
$5.8M ﹤0.01%
87,593
+2,892
3621
$5.78M ﹤0.01%
55,342
+43,736
3622
$5.78M ﹤0.01%
511,131
-79,884
3623
$5.77M ﹤0.01%
378,585
+61,741
3624
$5.75M ﹤0.01%
159,434
+118,206
3625
$5.74M ﹤0.01%
125,385
+66,978
143 144
145
146 147