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
4626
$1.19M ﹤0.01%
268,020
+20,497
4627
$1.19M ﹤0.01%
43,833
+5,034
4628
$1.19M ﹤0.01%
182,111
+18,727
4629
$1.19M ﹤0.01%
71,252
+21,349
4630
$1.18M ﹤0.01%
109,185
+41,063
4631
$1.18M ﹤0.01%
152,383
-86,718
4632
$1.18M ﹤0.01%
37,143
-17,013
4633
$1.17M ﹤0.01%
127,749
-34,075
4634
$1.17M ﹤0.01%
94,413
4635
$1.17M ﹤0.01%
481,072
-3,869
4636
$1.17M ﹤0.01%
112,326
-7,023
4637
$1.17M ﹤0.01%
39,239
-39,944
4638
$1.16M ﹤0.01%
153,300
-5,405
4639
$1.16M ﹤0.01%
149,868
-27,787
4640
$1.16M ﹤0.01%
377,436
+42,083
4641
$1.16M ﹤0.01%
41,148
+2,580
4642
$1.16M ﹤0.01%
197,815
+112,141
4643
$1.16M ﹤0.01%
110,114
+95,077
4644
$1.15M ﹤0.01%
105,722
-8,158
4645
$1.15M ﹤0.01%
121,258
+24,411
4646
$1.15M ﹤0.01%
609,358
+67,331
4647
$1.15M ﹤0.01%
29,855
+11,597
4648
$1.15M ﹤0.01%
112,417
+778
4649
$1.15M ﹤0.01%
38,795
-2,298
4650
$1.15M ﹤0.01%
181,856
+29,581
184 185
186
187 188