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
4376
$1.95M ﹤0.01%
85,598
+9,837
4377
$1.95M ﹤0.01%
99,879
-11,798
4378
$1.95M ﹤0.01%
12,897
-350
4379
$1.94M ﹤0.01%
205,903
+38,843
4380
$1.93M ﹤0.01%
48,208
+9,073
4381
$1.92M ﹤0.01%
56,836
-27,892
4382
$1.92M ﹤0.01%
23,560
+1,027
4383
$1.91M ﹤0.01%
1,019,081
+115,224
4384
$1.9M ﹤0.01%
50,693
+48,818
4385
$1.9M ﹤0.01%
48,299
-13,635
4386
$1.9M ﹤0.01%
241,755
+982
4387
$1.89M ﹤0.01%
72,471
-4,762
4388
$1.89M ﹤0.01%
160,853
-22,821
4389
$1.89M ﹤0.01%
264,103
+172,430
4390
$1.88M ﹤0.01%
39,601
-89,238
4391
$1.88M ﹤0.01%
82,343
+10,960
4392
$1.87M ﹤0.01%
132,111
+1,468
4393
$1.87M ﹤0.01%
229,066
+151,720
4394
$1.87M ﹤0.01%
468
+120
4395
$1.87M ﹤0.01%
10,556
-3,161
4396
$1.86M ﹤0.01%
127,337
-43,580
4397
$1.86M ﹤0.01%
266,929
-14,914
4398
$1.85M ﹤0.01%
237,877
-56,825
4399
$1.85M ﹤0.01%
85,112
+11,121
4400
$1.84M ﹤0.01%
1,534,001
+951,138
174 175
176
177 178