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
4801
$847K ﹤0.01%
77,320
+13,920
4802
$844K ﹤0.01%
25,000
4803
$842K ﹤0.01%
86,598
+31,197
4804
$841K ﹤0.01%
121,917
+20,656
4805
$837K ﹤0.01%
55,032
-12,047
4806
$837K ﹤0.01%
16,962
-5,862
4807
$835K ﹤0.01%
164,430
-781,529
4808
$834K ﹤0.01%
60,381
-9,084
4809
$834K ﹤0.01%
324,640
+302,630
4810
$831K ﹤0.01%
18,016
-622
4811
$829K ﹤0.01%
60,861
+29,086
4812
$828K ﹤0.01%
48,093
-38,633
4813
$828K ﹤0.01%
41,990
+7,649
4814
$825K ﹤0.01%
42,294
+2,212
4815
$822K ﹤0.01%
30,851
-1,100
4816
$821K ﹤0.01%
32,059
+8,225
4817
$821K ﹤0.01%
203,199
+60,671
4818
$821K ﹤0.01%
192,186
-127,575
4819
$820K ﹤0.01%
213,428
+130,913
4820
$818K ﹤0.01%
8,327
+2,022
4821
$816K ﹤0.01%
14,681
-7,383
4822
$816K ﹤0.01%
285,247
+39,956
4823
$815K ﹤0.01%
27,695
+9,845
4824
$813K ﹤0.01%
7,155
+2,349
4825
$813K ﹤0.01%
+52,525
191 192
193
194 195