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
4901
$701K ﹤0.01%
13,651
+2,868
4902
$701K ﹤0.01%
96,794
+30,155
4903
$700K ﹤0.01%
38,484
+5,203
4904
$699K ﹤0.01%
442,583
-113,757
4905
$697K ﹤0.01%
173,010
+139,034
4906
$697K ﹤0.01%
83,347
-49,255
4907
$696K ﹤0.01%
32,519
+5,154
4908
$694K ﹤0.01%
61,025
+32,066
4909
$690K ﹤0.01%
64,825
+45,199
4910
$689K ﹤0.01%
27,142
+1
4911
$689K ﹤0.01%
455,997
-355,904
4912
$688K ﹤0.01%
124,712
-1,614
4913
$688K ﹤0.01%
21,126
+1,661
4914
$687K ﹤0.01%
2,547
+722
4915
$686K ﹤0.01%
129,458
-2,500
4916
$684K ﹤0.01%
37,807
+37,502
4917
$684K ﹤0.01%
2,400
+554
4918
$681K ﹤0.01%
7,587
-250
4919
$679K ﹤0.01%
67,024
-215,765
4920
$678K ﹤0.01%
47,904
+15,296
4921
$677K ﹤0.01%
99,493
+52,026
4922
$676K ﹤0.01%
168,576
+62,157
4923
$675K ﹤0.01%
19,871
+364
4924
$675K ﹤0.01%
167,878
-15,776
4925
$674K ﹤0.01%
27,857
+7,913
195 196
197
198 199