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
4101
$2.99M ﹤0.01%
370,366
-52,176
4102
$2.99M ﹤0.01%
416,857
+5,193
4103
$2.98M ﹤0.01%
79,559
-34,125
4104
$2.98M ﹤0.01%
324,057
-38,476
4105
$2.97M ﹤0.01%
307,810
-210,472
4106
$2.97M ﹤0.01%
717,301
-136,870
4107
$2.95M ﹤0.01%
59,154
+3,384
4108
$2.95M ﹤0.01%
223,394
-25,429
4109
$2.94M ﹤0.01%
442,704
-7,123
4110
$2.93M ﹤0.01%
260,282
+17,009
4111
$2.93M ﹤0.01%
270,578
+43,738
4112
$2.93M ﹤0.01%
32,958
+20,481
4113
$2.92M ﹤0.01%
491,879
+259,822
4114
$2.92M ﹤0.01%
138,239
-25,423
4115
$2.92M ﹤0.01%
2,675,133
+1,142,367
4116
$2.92M ﹤0.01%
161,604
+61,650
4117
$2.91M ﹤0.01%
151,321
-7,164
4118
$2.9M ﹤0.01%
57,167
+36,658
4119
$2.9M ﹤0.01%
123,202
+11,144
4120
$2.88M ﹤0.01%
259,113
+37,145
4121
$2.88M ﹤0.01%
228,245
+76,311
4122
$2.88M ﹤0.01%
366,852
+11,004
4123
$2.87M ﹤0.01%
151,930
+9,700
4124
$2.87M ﹤0.01%
157,320
+2,087
4125
$2.87M ﹤0.01%
111,521
-2,227
163 164
165
166 167