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
4576
$1.32M ﹤0.01%
24,128
+8,617
4577
$1.32M ﹤0.01%
16,926
+11,534
4578
$1.32M ﹤0.01%
336,318
-34,801
4579
$1.32M ﹤0.01%
235,105
-87,225
4580
$1.32M ﹤0.01%
702,333
-95,339
4581
$1.32M ﹤0.01%
53,079
+34,441
4582
$1.32M ﹤0.01%
271,221
+23,905
4583
$1.32M ﹤0.01%
38,867
+7,254
4584
$1.31M ﹤0.01%
7,552
-70
4585
$1.31M ﹤0.01%
113,630
+49,200
4586
$1.31M ﹤0.01%
63,301
+18,087
4587
$1.31M ﹤0.01%
170,326
-52,902
4588
$1.3M ﹤0.01%
203,844
+84,596
4589
$1.3M ﹤0.01%
143,201
+6,320
4590
$1.3M ﹤0.01%
11,695
-2,426
4591
$1.3M ﹤0.01%
1,033,576
+259,600
4592
$1.3M ﹤0.01%
123,162
+13,613
4593
$1.3M ﹤0.01%
214,097
+42,442
4594
$1.29M ﹤0.01%
113,580
-16,048
4595
$1.29M ﹤0.01%
130,710
-17,790
4596
$1.28M ﹤0.01%
120,055
+16,382
4597
$1.28M ﹤0.01%
48,411
+5,482
4598
$1.28M ﹤0.01%
74,631
+51,496
4599
$1.28M ﹤0.01%
388,301
-199,569
4600
$1.28M ﹤0.01%
194,614
+15,000
182 183
184
185 186