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
4476
$1.59M ﹤0.01%
231,029
+101,229
4477
$1.59M ﹤0.01%
485,741
+37,587
4478
$1.58M ﹤0.01%
14,725
-14,664
4479
$1.58M ﹤0.01%
183,611
-672
4480
$1.58M ﹤0.01%
60,074
-14,806
4481
$1.57M ﹤0.01%
207,926
-90,907
4482
$1.57M ﹤0.01%
47,396
+38,721
4483
$1.57M ﹤0.01%
154,018
-55,205
4484
$1.56M ﹤0.01%
402,113
-16,353
4485
$1.56M ﹤0.01%
48,439
+11,629
4486
$1.56M ﹤0.01%
39,589
+796
4487
$1.55M ﹤0.01%
210,573
-41,582
4488
$1.55M ﹤0.01%
63,487
+37,406
4489
$1.55M ﹤0.01%
31,964
-6,942
4490
$1.55M ﹤0.01%
16,878
-11,609
4491
$1.55M ﹤0.01%
196,480
-829,520
4492
$1.54M ﹤0.01%
252,289
+44,302
4493
$1.54M ﹤0.01%
28,889
+2,375
4494
$1.54M ﹤0.01%
364,740
-1,362,541
4495
$1.53M ﹤0.01%
370,450
-1,204
4496
$1.53M ﹤0.01%
447,940
+250,323
4497
$1.53M ﹤0.01%
44,950
+1,510
4498
$1.52M ﹤0.01%
391,161
-253,920
4499
$1.52M ﹤0.01%
32,321
+15,313
4500
$1.52M ﹤0.01%
249,704
+11,542
178 179
180
181 182