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
3976
$3.55M ﹤0.01%
64,891
+670
3977
$3.55M ﹤0.01%
170,390
-189,086
3978
$3.55M ﹤0.01%
147,556
-8,774
3979
$3.53M ﹤0.01%
136,381
+16,890
3980
$3.53M ﹤0.01%
151,698
-69,977
3981
$3.53M ﹤0.01%
72,227
+41,343
3982
$3.52M ﹤0.01%
227,091
+56,841
3983
$3.52M ﹤0.01%
661,286
+96,532
3984
$3.51M ﹤0.01%
77,205
+31,785
3985
$3.5M ﹤0.01%
916,551
-1,429
3986
$3.5M ﹤0.01%
260,308
-58,903
3987
$3.5M ﹤0.01%
695,478
+103,442
3988
$3.5M ﹤0.01%
92,112
-20,726
3989
$3.49M ﹤0.01%
856,309
+194,276
3990
$3.49M ﹤0.01%
157,608
-44,996
3991
$3.49M ﹤0.01%
399,849
-246,211
3992
$3.48M ﹤0.01%
509,344
-204,647
3993
$3.48M ﹤0.01%
278,387
-15,269
3994
$3.47M ﹤0.01%
40,349
-2,225
3995
$3.47M ﹤0.01%
240,821
+143,878
3996
$3.47M ﹤0.01%
78,098
-1,641
3997
$3.47M ﹤0.01%
157,534
+38,124
3998
$3.46M ﹤0.01%
43,307
+22,566
3999
$3.46M ﹤0.01%
1,880,953
-155,037
4000
$3.45M ﹤0.01%
301,232
-22,853
158 159
160
161 162