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
4826
$811K ﹤0.01%
32,062
+6,244
4827
$809K ﹤0.01%
219,706
+50,897
4828
$807K ﹤0.01%
34,721
-18,455
4829
$807K ﹤0.01%
141,662
+51,713
4830
$805K ﹤0.01%
80,542
+34,722
4831
$805K ﹤0.01%
316,848
+176,116
4832
$805K ﹤0.01%
95,341
+1,754
4833
$803K ﹤0.01%
32,138
+16,550
4834
$803K ﹤0.01%
134,065
+55,983
4835
$801K ﹤0.01%
16,908
-72,804
4836
$800K ﹤0.01%
52,827
+12,429
4837
$800K ﹤0.01%
5,925
+1,104
4838
$800K ﹤0.01%
18,397
+2,287
4839
$799K ﹤0.01%
38,003
+1,624
4840
$796K ﹤0.01%
203,075
+3,673
4841
$794K ﹤0.01%
17,197
-594
4842
$792K ﹤0.01%
56,721
+38,863
4843
$791K ﹤0.01%
38,454
+21,528
4844
$791K ﹤0.01%
10,283
-808
4845
$788K ﹤0.01%
8,663
-42,164
4846
$788K ﹤0.01%
41,024
-2,530
4847
$787K ﹤0.01%
114,987
+3,274
4848
$786K ﹤0.01%
347,874
-140,865
4849
$785K ﹤0.01%
47,626
+23,089
4850
$785K ﹤0.01%
124,065
+19,266
192 193
194
195 196