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
3751
$4.92M ﹤0.01%
189,397
+13,696
3752
$4.92M ﹤0.01%
51,820
+2,336
3753
$4.91M ﹤0.01%
345,747
-18,126
3754
$4.9M ﹤0.01%
265,948
+47,244
3755
$4.9M ﹤0.01%
74,878
+8,195
3756
$4.89M ﹤0.01%
267,531
+17,047
3757
$4.88M ﹤0.01%
111,100
-642
3758
$4.87M ﹤0.01%
71,856
-16,584
3759
$4.85M ﹤0.01%
556,408
-1,056,126
3760
$4.85M ﹤0.01%
981,475
+130,996
3761
$4.84M ﹤0.01%
537,825
-206,923
3762
$4.84M ﹤0.01%
95,746
-92,796
3763
$4.82M ﹤0.01%
78,988
-18,164
3764
$4.81M ﹤0.01%
731,969
+56,279
3765
$4.81M ﹤0.01%
97,898
-877
3766
$4.8M ﹤0.01%
300,768
+227,413
3767
$4.78M ﹤0.01%
49,033
+1,960
3768
$4.78M ﹤0.01%
1,020,328
-23,366
3769
$4.77M ﹤0.01%
866,558
-133,285
3770
$4.75M ﹤0.01%
396,766
+5,370
3771
$4.75M ﹤0.01%
438,805
+300,849
3772
$4.75M ﹤0.01%
408,121
+12,867
3773
$4.75M ﹤0.01%
516,964
+327,379
3774
$4.74M ﹤0.01%
202,493
+52,715
3775
$4.7M ﹤0.01%
181,893
-2,539
149 150
151
152 153