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
3726
$5.1M ﹤0.01%
221,228
+11,980
3727
$5.1M ﹤0.01%
182,941
-22,475
3728
$5.09M ﹤0.01%
1,832,625
-159,854
3729
$5.09M ﹤0.01%
549,207
-351,172
3730
$5.08M ﹤0.01%
152,873
+71,237
3731
$5.08M ﹤0.01%
515,002
+53,541
3732
$5.07M ﹤0.01%
182,861
+90,919
3733
$5.03M ﹤0.01%
155,784
-74,139
3734
$5.03M ﹤0.01%
1,878,521
+57,157
3735
$5.02M ﹤0.01%
531,042
+81,614
3736
$5.01M ﹤0.01%
292,326
-98,293
3737
$5.01M ﹤0.01%
159,591
+22,885
3738
$5M ﹤0.01%
78,812
+70,618
3739
$5M ﹤0.01%
696,464
-17,041
3740
$4.98M ﹤0.01%
261,801
+2,568
3741
$4.98M ﹤0.01%
293,923
-79,204
3742
$4.97M ﹤0.01%
820,682
+178,760
3743
$4.96M ﹤0.01%
115,005
-1,993
3744
$4.95M ﹤0.01%
3,415,324
-242,664
3745
$4.95M ﹤0.01%
99,159
+36,632
3746
$4.94M ﹤0.01%
490,041
-62,610
3747
$4.94M ﹤0.01%
367,781
-404,599
3748
$4.94M ﹤0.01%
178,948
-36,357
3749
$4.93M ﹤0.01%
205,510
-60,361
3750
$4.93M ﹤0.01%
91,734
+10,785
148 149
150
151 152