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
4976
$609K ﹤0.01%
43,653
+8,588
4977
$609K ﹤0.01%
73,117
+53,425
4978
$609K ﹤0.01%
171,544
+64,729
4979
$609K ﹤0.01%
141,926
+40,770
4980
$607K ﹤0.01%
18,290
-2,446
4981
$606K ﹤0.01%
41,768
+16,882
4982
$605K ﹤0.01%
38,622
+6,957
4983
$603K ﹤0.01%
35,686
-5,857
4984
$602K ﹤0.01%
81,477
-9,144
4985
$599K ﹤0.01%
137,688
+50,407
4986
$599K ﹤0.01%
234,794
-22,992
4987
$598K ﹤0.01%
421,333
+45,498
4988
$597K ﹤0.01%
28,265
-21,743
4989
$595K ﹤0.01%
72,499
+27,965
4990
$595K ﹤0.01%
91,131
+64,797
4991
$592K ﹤0.01%
90,025
-4,500
4992
$592K ﹤0.01%
58,579
+10,049
4993
$590K ﹤0.01%
28,452
+3,596
4994
$589K ﹤0.01%
23,570
-258
4995
$589K ﹤0.01%
178,338
-51,845
4996
$587K ﹤0.01%
28,731
+17,159
4997
$586K ﹤0.01%
11,489
+614
4998
$586K ﹤0.01%
13,586
-158
4999
$585K ﹤0.01%
8,337
-996
5000
$585K ﹤0.01%
18,686
+2,320
198 199
200
201 202