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
4001
$3.44M ﹤0.01%
28,340
-937
4002
$3.44M ﹤0.01%
150,000
4003
$3.43M ﹤0.01%
355,770
-3,045
4004
$3.43M ﹤0.01%
729,560
+223,170
4005
$3.41M ﹤0.01%
171,978
+47,297
4006
$3.4M ﹤0.01%
125,089
+105,367
4007
$3.4M ﹤0.01%
364,650
+143,202
4008
$3.4M ﹤0.01%
113,933
-3,386
4009
$3.4M ﹤0.01%
395,327
-42,864
4010
$3.38M ﹤0.01%
129,134
+15,252
4011
$3.38M ﹤0.01%
520,183
+17,020
4012
$3.37M ﹤0.01%
471,004
-781,104
4013
$3.36M ﹤0.01%
77,826
-8,375
4014
$3.36M ﹤0.01%
541,296
-219,804
4015
$3.34M ﹤0.01%
108,398
-15,097
4016
$3.33M ﹤0.01%
370,046
+30,863
4017
$3.32M ﹤0.01%
158,125
+51,864
4018
$3.32M ﹤0.01%
141,950
+17,447
4019
$3.31M ﹤0.01%
785,521
+350,937
4020
$3.31M ﹤0.01%
251,690
-58,571
4021
$3.31M ﹤0.01%
1,162,368
-11,243
4022
$3.31M ﹤0.01%
302,144
-30,430
4023
$3.31M ﹤0.01%
626,303
+33,404
4024
$3.3M ﹤0.01%
837,855
-492,333
4025
$3.3M ﹤0.01%
38,452
+10,382
159 160
161
162 163