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
4351
$2.02M ﹤0.01%
225,123
+1,000
4352
$2.02M ﹤0.01%
1,384,991
+288,027
4353
$2.02M ﹤0.01%
129,445
+7,689
4354
$2.02M ﹤0.01%
88,864
+30,546
4355
$2.01M ﹤0.01%
94,893
+28,421
4356
$2.01M ﹤0.01%
70,509
+16,376
4357
$2.01M ﹤0.01%
193,867
-669
4358
$2.01M ﹤0.01%
519,844
-438,337
4359
$2M ﹤0.01%
82,159
-531
4360
$2M ﹤0.01%
38,895
+19,702
4361
$2M ﹤0.01%
256,031
+48,097
4362
$2M ﹤0.01%
616,295
-74,412
4363
$1.99M ﹤0.01%
195,630
+50,245
4364
$1.99M ﹤0.01%
218,330
-81,910
4365
$1.98M ﹤0.01%
156,251
+143,632
4366
$1.98M ﹤0.01%
87,521
+17,619
4367
$1.98M ﹤0.01%
156,852
-574
4368
$1.98M ﹤0.01%
10,209
+1,166
4369
$1.98M ﹤0.01%
667,244
-63,057
4370
$1.97M ﹤0.01%
129,436
+31,576
4371
$1.97M ﹤0.01%
80,112
-33,874
4372
$1.96M ﹤0.01%
195,458
-8,897
4373
$1.96M ﹤0.01%
205,191
+25,668
4374
$1.96M ﹤0.01%
69,503
-8,062
4375
$1.96M ﹤0.01%
30,369
-166
173 174
175
176 177