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
3701
$5.25M ﹤0.01%
1,148,644
+13,330
3702
$5.24M ﹤0.01%
79,622
-50,155
3703
$5.23M ﹤0.01%
205,437
+18,727
3704
$5.22M ﹤0.01%
65,622
+115
3705
$5.2M ﹤0.01%
502,245
-151,499
3706
$5.2M ﹤0.01%
448,578
-41,976
3707
$5.19M ﹤0.01%
105,430
+81,771
3708
$5.19M ﹤0.01%
96,807
+4,443
3709
$5.18M ﹤0.01%
475,215
+68,875
3710
$5.17M ﹤0.01%
433,570
-16,729
3711
$5.17M ﹤0.01%
122,406
-22,115
3712
$5.17M ﹤0.01%
430,993
+175,560
3713
$5.17M ﹤0.01%
87,611
+11,500
3714
$5.17M ﹤0.01%
436,980
+257,865
3715
$5.15M ﹤0.01%
66,964
-5,565
3716
$5.14M ﹤0.01%
173,267
+65,157
3717
$5.14M ﹤0.01%
460,928
+67,345
3718
$5.14M ﹤0.01%
293,712
+7,998
3719
$5.14M ﹤0.01%
77,715
-1,451
3720
$5.13M ﹤0.01%
402,944
+57,924
3721
$5.13M ﹤0.01%
177,347
+128,215
3722
$5.12M ﹤0.01%
312,059
+82,225
3723
$5.12M ﹤0.01%
222,768
-96,846
3724
$5.12M ﹤0.01%
29,254
+28,791
3725
$5.1M ﹤0.01%
477,069
-318,242
147 148
149
150 151