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
3651
$5.56M ﹤0.01%
130,477
-9,229
3652
$5.55M ﹤0.01%
354,896
-88,653
3653
$5.55M ﹤0.01%
147,358
-60,038
3654
$5.54M ﹤0.01%
260,187
+35,405
3655
$5.54M ﹤0.01%
82,412
-139,284
3656
$5.52M ﹤0.01%
207,999
-58,230
3657
$5.52M ﹤0.01%
481,787
+9,241
3658
$5.51M ﹤0.01%
200,837
-69,906
3659
$5.51M ﹤0.01%
84,269
-39,463
3660
$5.51M ﹤0.01%
436,643
+104,897
3661
$5.51M ﹤0.01%
451,207
-164,418
3662
$5.5M ﹤0.01%
644,488
-25,757
3663
$5.5M ﹤0.01%
220,072
-53,632
3664
$5.49M ﹤0.01%
466,347
+132,376
3665
$5.49M ﹤0.01%
537,370
+824
3666
$5.49M ﹤0.01%
190,810
-67,673
3667
$5.47M ﹤0.01%
676,618
+536,214
3668
$5.47M ﹤0.01%
740,536
+2,296
3669
$5.46M ﹤0.01%
23,398
+1,086
3670
$5.45M ﹤0.01%
54,296
+7,823
3671
$5.44M ﹤0.01%
254,674
+20,440
3672
$5.43M ﹤0.01%
496,698
+108,312
3673
$5.42M ﹤0.01%
636,285
+73,452
3674
$5.41M ﹤0.01%
840,193
-1,717
3675
$5.41M ﹤0.01%
2,026,497
-322,080