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
4076
$3.09M ﹤0.01%
371,385
-68,458
4077
$3.09M ﹤0.01%
174,592
-1,748
4078
$3.08M ﹤0.01%
899,195
+66,537
4079
$3.08M ﹤0.01%
100,663
-12,253
4080
$3.08M ﹤0.01%
74,206
+4,535
4081
$3.06M ﹤0.01%
120,247
+322
4082
$3.06M ﹤0.01%
336,263
+63,341
4083
$3.06M ﹤0.01%
343,674
+101,544
4084
$3.05M ﹤0.01%
155,549
+117,329
4085
$3.05M ﹤0.01%
610,505
-28,426
4086
$3.04M ﹤0.01%
105,312
-80,507
4087
$3.04M ﹤0.01%
245,784
-40,631
4088
$3.03M ﹤0.01%
350,826
-39,691
4089
$3.03M ﹤0.01%
44,617
+12,936
4090
$3.03M ﹤0.01%
373,833
-24,517
4091
$3.03M ﹤0.01%
202,575
+126,415
4092
$3.03M ﹤0.01%
211,979
+26,612
4093
$3.03M ﹤0.01%
796,456
+349,912
4094
$3.02M ﹤0.01%
242,289
-435,160
4095
$3.01M ﹤0.01%
716,710
+71,919
4096
$3.01M ﹤0.01%
102,749
-33
4097
$3.01M ﹤0.01%
630,259
-509,003
4098
$3M ﹤0.01%
216,068
+104,319
4099
$3M ﹤0.01%
105,901
-57,514
4100
$3M ﹤0.01%
208,084
-108,982
162 163
164
165 166