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
4651
$1.15M ﹤0.01%
414,182
+42,568
4652
$1.15M ﹤0.01%
209,342
+61,863
4653
$1.14M ﹤0.01%
135,884
+54,967
4654
$1.14M ﹤0.01%
29,099
+3,713
4655
$1.14M ﹤0.01%
20,457
-193
4656
$1.13M ﹤0.01%
69,446
+12,546
4657
$1.13M ﹤0.01%
170,541
-4,614
4658
$1.13M ﹤0.01%
521,532
+242,103
4659
$1.13M ﹤0.01%
72,830
+36,530
4660
$1.13M ﹤0.01%
99,288
+4,501
4661
$1.13M ﹤0.01%
123,913
+17,218
4662
$1.13M ﹤0.01%
485,054
-32,889
4663
$1.12M ﹤0.01%
50,000
+45,651
4664
$1.12M ﹤0.01%
81,684
-10,053
4665
$1.12M ﹤0.01%
153,616
+107,946
4666
$1.12M ﹤0.01%
524,019
-1,455,098
4667
$1.12M ﹤0.01%
133,297
+11,639
4668
$1.12M ﹤0.01%
83,849
+64,024
4669
$1.11M ﹤0.01%
90,942
-753
4670
$1.11M ﹤0.01%
40,263
+40,233
4671
$1.11M ﹤0.01%
31,372
+21,317
4672
$1.1M ﹤0.01%
9,711
-1,235
4673
$1.1M ﹤0.01%
71,991
+4,601
4674
$1.1M ﹤0.01%
45,175
+953
4675
$1.09M ﹤0.01%
180,165
+116,193
185 186
187
188 189