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
4601
$1.28M ﹤0.01%
423,889
+113,522
4602
$1.27M ﹤0.01%
75,508
+28,370
4603
$1.26M ﹤0.01%
108,383
+32,248
4604
$1.26M ﹤0.01%
90,149
+8,203
4605
$1.26M ﹤0.01%
37,339
+1,796
4606
$1.25M ﹤0.01%
250,449
-43,514
4607
$1.25M ﹤0.01%
645,032
-3,600
4608
$1.25M ﹤0.01%
116,451
-15,029
4609
$1.25M ﹤0.01%
90,752
+32,635
4610
$1.24M ﹤0.01%
95,812
-36,062
4611
$1.23M ﹤0.01%
59,336
+17,231
4612
$1.23M ﹤0.01%
264,306
+66,429
4613
$1.23M ﹤0.01%
14,791
+6,464
4614
$1.23M ﹤0.01%
18,481
-21,050
4615
$1.22M ﹤0.01%
129,124
+32,797
4616
$1.22M ﹤0.01%
379,707
+73,166
4617
$1.21M ﹤0.01%
758,863
-90,978
4618
$1.21M ﹤0.01%
80,152
+41,225
4619
$1.21M ﹤0.01%
27,480
+8,566
4620
$1.21M ﹤0.01%
1,057,558
-39,075
4621
$1.21M ﹤0.01%
405,743
+102,064
4622
$1.2M ﹤0.01%
80,134
4623
$1.2M ﹤0.01%
225,439
-85,673
4624
$1.2M ﹤0.01%
54,568
+22,394
4625
$1.2M ﹤0.01%
188,063
-230,085
183 184
185
186 187