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
3626
$5.73M ﹤0.01%
152,403
+97,313
3627
$5.7M ﹤0.01%
356,110
+259,750
3628
$5.68M ﹤0.01%
125,744
+6,751
3629
$5.67M ﹤0.01%
600,258
-13,769
3630
$5.67M ﹤0.01%
548,931
+198,054
3631
$5.66M ﹤0.01%
812,857
-5,892
3632
$5.66M ﹤0.01%
218,634
-17,425
3633
$5.65M ﹤0.01%
209,879
-51,100
3634
$5.65M ﹤0.01%
255,004
+17,791
3635
$5.63M ﹤0.01%
199,509
-23,837
3636
$5.63M ﹤0.01%
144,435
+6,093
3637
$5.63M ﹤0.01%
272,089
+121,718
3638
$5.62M ﹤0.01%
185,270
-69,247
3639
$5.62M ﹤0.01%
+141,641
3640
$5.62M ﹤0.01%
123,283
+12,964
3641
$5.61M ﹤0.01%
572,349
-53,730
3642
$5.6M ﹤0.01%
640,255
-60,946
3643
$5.59M ﹤0.01%
83,116
-187,385
3644
$5.58M ﹤0.01%
57,005
-169
3645
$5.58M ﹤0.01%
210,408
+104,922
3646
$5.57M ﹤0.01%
369,898
+2,884
3647
$5.57M ﹤0.01%
231,059
-202,457
3648
$5.56M ﹤0.01%
193,384
+6,106
3649
$5.56M ﹤0.01%
145,704
3650
$5.56M ﹤0.01%
144,937
+17,676
144 145
146
147 148