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
5026
$560K ﹤0.01%
16,173
-125,372
5027
$559K ﹤0.01%
68,035
+18,703
5028
$558K ﹤0.01%
23,169
-2,236
5029
$558K ﹤0.01%
57,181
-11,947
5030
$557K ﹤0.01%
75,833
-21,496
5031
$556K ﹤0.01%
792,197
+51,791
5032
$555K ﹤0.01%
70,503
+6,524
5033
$552K ﹤0.01%
48,111
+947
5034
$552K ﹤0.01%
192,923
+80,009
5035
$551K ﹤0.01%
25,319
-192,398
5036
$551K ﹤0.01%
23,887
-8,007
5037
$547K ﹤0.01%
9,086
-1,483
5038
$545K ﹤0.01%
99,663
+35,300
5039
$545K ﹤0.01%
9,371
-15,189
5040
$543K ﹤0.01%
53,363
+48,884
5041
$543K ﹤0.01%
17,495
-837
5042
$540K ﹤0.01%
7,517
-1,673
5043
$540K ﹤0.01%
103,655
-21,034
5044
$539K ﹤0.01%
90,627
-25,516
5045
$538K ﹤0.01%
37,144
+4,808
5046
$538K ﹤0.01%
24,718
+10,347
5047
$537K ﹤0.01%
27,547
+765
5048
$536K ﹤0.01%
94,029
+36,454
5049
$536K ﹤0.01%
202,092
+50,124
5050
$535K ﹤0.01%
21,121
+7,803
200 201
202
203 204