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
4176
$2.68M ﹤0.01%
98,460
-40,927
4177
$2.67M ﹤0.01%
247,670
-243,767
4178
$2.65M ﹤0.01%
281,806
+21,466
4179
$2.65M ﹤0.01%
72,930
-10,170
4180
$2.64M ﹤0.01%
381,951
-8,281
4181
$2.64M ﹤0.01%
268,076
-15,872
4182
$2.63M ﹤0.01%
208,594
-67,207
4183
$2.63M ﹤0.01%
339,830
-18,177
4184
$2.63M ﹤0.01%
58,466
+510
4185
$2.62M ﹤0.01%
137,960
-20,308
4186
$2.62M ﹤0.01%
72,784
-2,657
4187
$2.62M ﹤0.01%
53,278
+916
4188
$2.6M ﹤0.01%
361,311
+97,666
4189
$2.59M ﹤0.01%
4,127
+514
4190
$2.59M ﹤0.01%
354,944
-12,035
4191
$2.59M ﹤0.01%
71,580
+7,220
4192
$2.59M ﹤0.01%
228,643
+80,254
4193
$2.58M ﹤0.01%
75,349
-8,322
4194
$2.58M ﹤0.01%
2,099,170
-273,151
4195
$2.58M ﹤0.01%
211,046
-64,746
4196
$2.58M ﹤0.01%
124,115
+104,586
4197
$2.58M ﹤0.01%
519,370
-249,843
4198
$2.57M ﹤0.01%
838,527
+28,104
4199
$2.57M ﹤0.01%
145,496
-131,513
4200
$2.57M ﹤0.01%
146,729
-68,423
166 167
168
169 170