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
3901
$3.93M ﹤0.01%
37,032
+26,427
3902
$3.92M ﹤0.01%
305,859
-52
3903
$3.91M ﹤0.01%
89,607
-16,341
3904
$3.9M ﹤0.01%
636,956
-30,694
3905
$3.9M ﹤0.01%
246,263
+213,724
3906
$3.89M ﹤0.01%
376,547
+3,070
3907
$3.89M ﹤0.01%
413,234
-130,424
3908
$3.88M ﹤0.01%
228,502
-53,482
3909
$3.88M ﹤0.01%
168,718
+9,109
3910
$3.88M ﹤0.01%
522,024
+3,867
3911
$3.86M ﹤0.01%
216,621
-27,064
3912
$3.86M ﹤0.01%
112,065
-99,481
3913
$3.86M ﹤0.01%
1,115,172
-476,099
3914
$3.84M ﹤0.01%
221,667
+13,276
3915
$3.84M ﹤0.01%
120,333
+59,823
3916
$3.83M ﹤0.01%
410,111
+316,907
3917
$3.83M ﹤0.01%
112,407
+11,130
3918
$3.83M ﹤0.01%
352,903
-134,920
3919
$3.83M ﹤0.01%
94,321
+6,156
3920
$3.83M ﹤0.01%
1,148,673
+882,039
3921
$3.82M ﹤0.01%
80,965
+2,319
3922
$3.82M ﹤0.01%
307,182
-125,827
3923
$3.82M ﹤0.01%
4,495,959
+645,178
3924
$3.81M ﹤0.01%
639,932
+289,464
3925
$3.81M ﹤0.01%
52,839
-734
155 156
157
158 159