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
4326
$2.13M ﹤0.01%
58,059
-2,184
4327
$2.13M ﹤0.01%
70,499
-450
4328
$2.12M ﹤0.01%
1,068,227
-17,100
4329
$2.11M ﹤0.01%
119,706
-42,660
4330
$2.11M ﹤0.01%
75,719
+37,016
4331
$2.11M ﹤0.01%
23,328
+1,865
4332
$2.11M ﹤0.01%
388,255
+195,712
4333
$2.11M ﹤0.01%
1,367,166
4334
$2.1M ﹤0.01%
115,680
+71,173
4335
$2.1M ﹤0.01%
91,451
+23,131
4336
$2.08M ﹤0.01%
602,560
-158,428
4337
$2.08M ﹤0.01%
141,779
+1,940
4338
$2.08M ﹤0.01%
245,468
+142,074
4339
$2.08M ﹤0.01%
255,967
-41,330
4340
$2.07M ﹤0.01%
99,670
-3,820
4341
$2.06M ﹤0.01%
110,169
+5,840
4342
$2.06M ﹤0.01%
97,400
-9,672
4343
$2.05M ﹤0.01%
65,678
+51,751
4344
$2.05M ﹤0.01%
106,774
+14,046
4345
$2.04M ﹤0.01%
93,639
+58,478
4346
$2.04M ﹤0.01%
76,023
+15,306
4347
$2.04M ﹤0.01%
173,769
-41,257
4348
$2.04M ﹤0.01%
27,873
-10,452
4349
$2.04M ﹤0.01%
58,749
+9,676
4350
$2.03M ﹤0.01%
378,135
-239,656
172 173
174
175 176