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
4501
$1.51M ﹤0.01%
8,550
+2,559
4502
$1.51M ﹤0.01%
69,694
-35,873
4503
$1.51M ﹤0.01%
144,284
+71,572
4504
$1.51M ﹤0.01%
191,776
-641,977
4505
$1.5M ﹤0.01%
14,370
+130
4506
$1.5M ﹤0.01%
99,838
-11,776
4507
$1.5M ﹤0.01%
122,687
+62,185
4508
$1.5M ﹤0.01%
581,803
-43,504
4509
$1.5M ﹤0.01%
142,360
-116,244
4510
$1.5M ﹤0.01%
119,341
-23,687
4511
$1.5M ﹤0.01%
146,498
+14,444
4512
$1.49M ﹤0.01%
79,095
-438
4513
$1.48M ﹤0.01%
481,826
+375,739
4514
$1.48M ﹤0.01%
35,722
+3,500
4515
$1.48M ﹤0.01%
65,036
-19,723
4516
$1.48M ﹤0.01%
71,719
+8,348
4517
$1.47M ﹤0.01%
58,741
-35,157
4518
$1.47M ﹤0.01%
144,578
+60,940
4519
$1.47M ﹤0.01%
140,577
-3,975
4520
$1.47M ﹤0.01%
274,079
-1,482
4521
$1.46M ﹤0.01%
36,684
-25,101
4522
$1.46M ﹤0.01%
43,985
-3,199
4523
$1.46M ﹤0.01%
371,905
+263,677
4524
$1.46M ﹤0.01%
171,407
-2,295
4525
$1.45M ﹤0.01%
114,425
+7,694
179 180
181
182 183