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
4126
$2.87M ﹤0.01%
328,747
+1,443
4127
$2.86M ﹤0.01%
743,907
+428,772
4128
$2.86M ﹤0.01%
335,950
+228,763
4129
$2.86M ﹤0.01%
317,213
+2,569
4130
$2.86M ﹤0.01%
430,999
+190,251
4131
$2.85M ﹤0.01%
223,215
+159,531
4132
$2.85M ﹤0.01%
531,196
+74,152
4133
$2.85M ﹤0.01%
57,371
+6,445
4134
$2.85M ﹤0.01%
2,853
+2,849
4135
$2.84M ﹤0.01%
224,708
+71,885
4136
$2.84M ﹤0.01%
491,840
+49,131
4137
$2.84M ﹤0.01%
2,101,665
+500,276
4138
$2.84M ﹤0.01%
256,496
+29,727
4139
$2.84M ﹤0.01%
368,818
+8,560
4140
$2.83M ﹤0.01%
487,663
-316,649
4141
$2.83M ﹤0.01%
327,358
+175,333
4142
$2.83M ﹤0.01%
110,553
+7,131
4143
$2.83M ﹤0.01%
48,446
-37,516
4144
$2.82M ﹤0.01%
153,327
-26,358
4145
$2.82M ﹤0.01%
59,507
-11,952
4146
$2.82M ﹤0.01%
117,575
-3,053
4147
$2.82M ﹤0.01%
112,450
-26,302
4148
$2.81M ﹤0.01%
47,974
-89,242
4149
$2.81M ﹤0.01%
75,604
-33,305
4150
$2.81M ﹤0.01%
15,625
+13,646
164 165
166
167 168