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
4676
$1.09M ﹤0.01%
128,711
+5,702
4677
$1.09M ﹤0.01%
263,619
+100,933
4678
$1.09M ﹤0.01%
399,152
-524
4679
$1.08M ﹤0.01%
37,601
-1,853
4680
$1.07M ﹤0.01%
113,607
-57,540
4681
$1.07M ﹤0.01%
16,439
+15,113
4682
$1.07M ﹤0.01%
123,387
+88,308
4683
$1.06M ﹤0.01%
14,867
-966
4684
$1.06M ﹤0.01%
36,774
+5,146
4685
$1.06M ﹤0.01%
5,879
-4,979
4686
$1.06M ﹤0.01%
47,657
-5,084
4687
$1.06M ﹤0.01%
44,194
-33,633
4688
$1.06M ﹤0.01%
35,349
+6,677
4689
$1.06M ﹤0.01%
18,319
+17,056
4690
$1.06M ﹤0.01%
34,394
+3,081
4691
$1.05M ﹤0.01%
329,934
+325,740
4692
$1.05M ﹤0.01%
85,849
+81,690
4693
$1.05M ﹤0.01%
339,895
-157,812
4694
$1.05M ﹤0.01%
32,982
-601
4695
$1.05M ﹤0.01%
11,146
-4,644
4696
$1.04M ﹤0.01%
573,766
+29,608
4697
$1.04M ﹤0.01%
441,992
-2,475
4698
$1.04M ﹤0.01%
72,382
-11,931
4699
$1.04M ﹤0.01%
616,760
+100,634
4700
$1.03M ﹤0.01%
23,800
-751
186 187
188
189 190