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
4051
$3.17M ﹤0.01%
345,711
-1,609
4052
$3.17M ﹤0.01%
640,731
+346,206
4053
$3.16M ﹤0.01%
298,010
+34,850
4054
$3.15M ﹤0.01%
255,429
+5,035
4055
$3.14M ﹤0.01%
161,102
+6,965
4056
$3.14M ﹤0.01%
46,023
-3,657
4057
$3.13M ﹤0.01%
188,220
-463,489
4058
$3.13M ﹤0.01%
8,678
+8,040
4059
$3.13M ﹤0.01%
391,855
-132,260
4060
$3.13M ﹤0.01%
302,793
-94,734
4061
$3.13M ﹤0.01%
253,646
-767
4062
$3.12M ﹤0.01%
736,506
+195,472
4063
$3.12M ﹤0.01%
282,806
+15,011
4064
$3.12M ﹤0.01%
385,290
+100,511
4065
$3.12M ﹤0.01%
418,633
+87,766
4066
$3.12M ﹤0.01%
91,492
+15,273
4067
$3.11M ﹤0.01%
161,935
+6,252
4068
$3.1M ﹤0.01%
66,843
-5,970
4069
$3.1M ﹤0.01%
114,153
-21,033
4070
$3.1M ﹤0.01%
277,632
+43,285
4071
$3.1M ﹤0.01%
752,052
-184,353
4072
$3.1M ﹤0.01%
199,099
-19,324
4073
$3.1M ﹤0.01%
255,510
+43,451
4074
$3.1M ﹤0.01%
28,715
-7,546
4075
$3.1M ﹤0.01%
306,834
-39,821
161 162
163
164 165