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
4301
$2.2M ﹤0.01%
58,249
-5,477
4302
$2.2M ﹤0.01%
1,818,055
-3,252,670
4303
$2.2M ﹤0.01%
178,539
-88,895
4304
$2.2M ﹤0.01%
270,007
-10,131
4305
$2.19M ﹤0.01%
95,406
+7,591
4306
$2.18M ﹤0.01%
81,179
-697
4307
$2.18M ﹤0.01%
132,831
-475,587
4308
$2.18M ﹤0.01%
54,697
-23,895
4309
$2.17M ﹤0.01%
86,578
+31,035
4310
$2.17M ﹤0.01%
90,240
+27,967
4311
$2.17M ﹤0.01%
339,232
+8,321
4312
$2.17M ﹤0.01%
77,365
-13,836
4313
$2.17M ﹤0.01%
53,313
+33,748
4314
$2.17M ﹤0.01%
226,400
+24,761
4315
$2.17M ﹤0.01%
206,956
+31,109
4316
$2.17M ﹤0.01%
179,511
-16,018
4317
$2.16M ﹤0.01%
313,520
+72,521
4318
$2.16M ﹤0.01%
8,883
+2,187
4319
$2.15M ﹤0.01%
279,167
+11,914
4320
$2.15M ﹤0.01%
43,578
+3,530
4321
$2.15M ﹤0.01%
98,630
+2,714
4322
$2.14M ﹤0.01%
296,217
-224,809
4323
$2.14M ﹤0.01%
72,505
+48,770
4324
$2.14M ﹤0.01%
248,332
-7,714
4325
$2.13M ﹤0.01%
73,135
-31,735
171 172
173
174 175