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
4226
$2.46M ﹤0.01%
131,474
+1,273
4227
$2.46M ﹤0.01%
231,485
+15,679
4228
$2.46M ﹤0.01%
78,986
-26,134
4229
$2.46M ﹤0.01%
899,539
+29,184
4230
$2.46M ﹤0.01%
2,252,424
-37,424
4231
$2.45M ﹤0.01%
173,164
+139,891
4232
$2.45M ﹤0.01%
267,710
-13,262
4233
$2.45M ﹤0.01%
149,270
+78,893
4234
$2.43M ﹤0.01%
248,908
-146,500
4235
$2.43M ﹤0.01%
84,603
+57,967
4236
$2.43M ﹤0.01%
230,588
+1,023
4237
$2.43M ﹤0.01%
8,131
+319
4238
$2.43M ﹤0.01%
89,642
+21,900
4239
$2.42M ﹤0.01%
325,463
+49,411
4240
$2.42M ﹤0.01%
272,209
+22,960
4241
$2.42M ﹤0.01%
1,113,885
+521,985
4242
$2.41M ﹤0.01%
338,473
-4,971
4243
$2.41M ﹤0.01%
92,420
-4,044
4244
$2.41M ﹤0.01%
116,583
+24,881
4245
$2.41M ﹤0.01%
109,869
+17,559
4246
$2.4M ﹤0.01%
280,586
+15,346
4247
$2.39M ﹤0.01%
188,898
-44,157
4248
$2.39M ﹤0.01%
203,975
-58,374
4249
$2.39M ﹤0.01%
502,353
+446,500
4250
$2.38M ﹤0.01%
1,036,826
+69,738
168 169
170
171 172