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
4251
$2.38M ﹤0.01%
183,551
+142,419
4252
$2.38M ﹤0.01%
43,374
+3,919
4253
$2.37M ﹤0.01%
95,018
+11,971
4254
$2.37M ﹤0.01%
47,677
-8,035
4255
$2.37M ﹤0.01%
158,893
+1,927
4256
$2.37M ﹤0.01%
63,932
-10,976
4257
$2.36M ﹤0.01%
79,253
+37,058
4258
$2.36M ﹤0.01%
200,807
+8,923
4259
$2.35M ﹤0.01%
342,693
+3,880
4260
$2.35M ﹤0.01%
111,457
-5,619
4261
$2.35M ﹤0.01%
245,009
+122,970
4262
$2.34M ﹤0.01%
200,165
+87,542
4263
$2.34M ﹤0.01%
72,690
+22,271
4264
$2.34M ﹤0.01%
1,516,999
+864,507
4265
$2.33M ﹤0.01%
150,311
+513
4266
$2.33M ﹤0.01%
260,795
-113,099
4267
$2.33M ﹤0.01%
208,492
-153,644
4268
$2.31M ﹤0.01%
130,211
-67,965
4269
$2.31M ﹤0.01%
134,349
-4,901
4270
$2.31M ﹤0.01%
79,784
+898
4271
$2.3M ﹤0.01%
154,025
+124,600
4272
$2.3M ﹤0.01%
43,919
-23,246
4273
$2.29M ﹤0.01%
25,674
-4,915
4274
$2.29M ﹤0.01%
61,174
+2,644
4275
$2.28M ﹤0.01%
99,946
-8,627
169 170
171
172 173