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
4276
$2.28M ﹤0.01%
401,277
-648,018
4277
$2.27M ﹤0.01%
67,795
+4,813
4278
$2.27M ﹤0.01%
47,230
-13,067
4279
$2.26M ﹤0.01%
541,790
+421,085
4280
$2.26M ﹤0.01%
55,805
+8,830
4281
$2.26M ﹤0.01%
+129,761
4282
$2.26M ﹤0.01%
1,419,022
-367,201
4283
$2.25M ﹤0.01%
124,185
-26,950
4284
$2.25M ﹤0.01%
252,912
-147,510
4285
$2.24M ﹤0.01%
261,486
-121,997
4286
$2.24M ﹤0.01%
48,339
-11,556
4287
$2.24M ﹤0.01%
121,744
-97,108
4288
$2.24M ﹤0.01%
279,946
-26,561
4289
$2.23M ﹤0.01%
110,636
-150,163
4290
$2.23M ﹤0.01%
100,462
+4,956
4291
$2.23M ﹤0.01%
197,525
+1,178
4292
$2.23M ﹤0.01%
13,524
+5,576
4293
$2.22M ﹤0.01%
77,637
-6,388
4294
$2.21M ﹤0.01%
219,069
+159,809
4295
$2.21M ﹤0.01%
471,512
+459,137
4296
$2.21M ﹤0.01%
51,379
+2,181
4297
$2.21M ﹤0.01%
207,131
+3,833
4298
$2.21M ﹤0.01%
107,576
-55,474
4299
$2.21M ﹤0.01%
74,035
-17,250
4300
$2.21M ﹤0.01%
111,330
+51,093
170 171
172
173 174