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
4751
$946K ﹤0.01%
20,500
-34,895
4752
$945K ﹤0.01%
28,156
+7,045
4753
$945K ﹤0.01%
58,041
-3,806
4754
$944K ﹤0.01%
99,885
+59,412
4755
$938K ﹤0.01%
88,628
+38,374
4756
$933K ﹤0.01%
24,391
-8,866
4757
$932K ﹤0.01%
47,899
-2,860
4758
$931K ﹤0.01%
272,309
+38,808
4759
$928K ﹤0.01%
54,500
+30,939
4760
$926K ﹤0.01%
98,935
-26,063
4761
$925K ﹤0.01%
432,448
+285,135
4762
$925K ﹤0.01%
55,477
+32,008
4763
$925K ﹤0.01%
57,648
+44,380
4764
$924K ﹤0.01%
294,138
-85,061
4765
$921K ﹤0.01%
238,485
+54,097
4766
$915K ﹤0.01%
104,064
-29,431
4767
$914K ﹤0.01%
92,050
-234,790
4768
$909K ﹤0.01%
89,676
-34,299
4769
$907K ﹤0.01%
1,285
+1,222
4770
$907K ﹤0.01%
45,984
-28,391
4771
$902K ﹤0.01%
289,132
+30,681
4772
$899K ﹤0.01%
56,352
-58,186
4773
$897K ﹤0.01%
84,332
-7,460
4774
$895K ﹤0.01%
47,092
+2,158
4775
$894K ﹤0.01%
53,152
+13,219
189 190
191
192 193