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
4776
$892K ﹤0.01%
43,004
+20,885
4777
$890K ﹤0.01%
62,523
+32,363
4778
$890K ﹤0.01%
217,008
-35,468
4779
$887K ﹤0.01%
52,498
+2,914
4780
$887K ﹤0.01%
107,491
-5,351
4781
$887K ﹤0.01%
30,968
-5,531
4782
$883K ﹤0.01%
445,875
-487,841
4783
$882K ﹤0.01%
70,865
-41,845
4784
$879K ﹤0.01%
77,554
-2,321
4785
$879K ﹤0.01%
227,759
-42,431
4786
$877K ﹤0.01%
162,448
+1,766
4787
$876K ﹤0.01%
56,536
-789
4788
$875K ﹤0.01%
133,212
+961
4789
$872K ﹤0.01%
72,353
-633
4790
$871K ﹤0.01%
580,417
-27,665
4791
$865K ﹤0.01%
190,907
-142,825
4792
$862K ﹤0.01%
17,499
+6,040
4793
$861K ﹤0.01%
5,270
-4,120
4794
$860K ﹤0.01%
1,146,119
-125,568
4795
$858K ﹤0.01%
30,960
-9,248
4796
$854K ﹤0.01%
437,949
+87,176
4797
$853K ﹤0.01%
159,158
-5,173
4798
$852K ﹤0.01%
28,439
+941
4799
$850K ﹤0.01%
21,279
-1,721
4800
$849K ﹤0.01%
37,540
+5,191
190 191
192
193 194