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
3826
$4.39M ﹤0.01%
239,379
-98,929
3827
$4.39M ﹤0.01%
375,427
+1,722
3828
$4.38M ﹤0.01%
74,915
+14,618
3829
$4.38M ﹤0.01%
146,207
+5,728
3830
$4.37M ﹤0.01%
1,066,623
-628,386
3831
$4.37M ﹤0.01%
957,476
+361,130
3832
$4.36M ﹤0.01%
846,488
-69,722
3833
$4.36M ﹤0.01%
86,961
-34,771
3834
$4.34M ﹤0.01%
484,142
+127,310
3835
$4.34M ﹤0.01%
32,586
+5,089
3836
$4.34M ﹤0.01%
234,403
-116,605
3837
$4.34M ﹤0.01%
281,477
+54,799
3838
$4.32M ﹤0.01%
252,012
-51,261
3839
$4.32M ﹤0.01%
202,681
+1,286
3840
$4.31M ﹤0.01%
155,053
-28,141
3841
$4.3M ﹤0.01%
339,669
+267,237
3842
$4.29M ﹤0.01%
195,460
-65,963
3843
$4.29M ﹤0.01%
224,857
-53,503
3844
$4.29M ﹤0.01%
220,909
+832
3845
$4.28M ﹤0.01%
527,348
+15,051
3846
$4.27M ﹤0.01%
93,389
-16,902
3847
$4.26M ﹤0.01%
221,989
-89,867
3848
$4.26M ﹤0.01%
352,727
+47,488
3849
$4.23M ﹤0.01%
2,336,295
-78,740
3850
$4.22M ﹤0.01%
3,105,976
-471,462
152 153
154
155 156