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
4426
$1.77M ﹤0.01%
910,675
+142,779
4427
$1.76M ﹤0.01%
42,067
-8,978
4428
$1.76M ﹤0.01%
55,798
-94,910
4429
$1.76M ﹤0.01%
74,428
+6,734
4430
$1.76M ﹤0.01%
84,784
+40,196
4431
$1.76M ﹤0.01%
1,464,551
+117,065
4432
$1.75M ﹤0.01%
175,440
+5,137
4433
$1.74M ﹤0.01%
55,677
+3,730
4434
$1.74M ﹤0.01%
180,291
+68,322
4435
$1.74M ﹤0.01%
334,320
+11,395
4436
$1.73M ﹤0.01%
89,716
+4,644
4437
$1.73M ﹤0.01%
259,367
-73,804
4438
$1.72M ﹤0.01%
127,756
-12,193
4439
$1.72M ﹤0.01%
320,787
+201,725
4440
$1.71M ﹤0.01%
46,064
+1,206
4441
$1.71M ﹤0.01%
230,663
-898,433
4442
$1.7M ﹤0.01%
86,675
-15,511
4443
$1.7M ﹤0.01%
165,948
-59,070
4444
$1.7M ﹤0.01%
26,193
+7,091
4445
$1.7M ﹤0.01%
220,403
+117,867
4446
$1.69M ﹤0.01%
22,136
+841
4447
$1.69M ﹤0.01%
37,587
+32,626
4448
$1.69M ﹤0.01%
45,780
-819
4449
$1.69M ﹤0.01%
142,880
+27,400
4450
$1.68M ﹤0.01%
33,692
-1,825
176 177
178
179 180