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
5076
$511K ﹤0.01%
25,709
+2,815
5077
$511K ﹤0.01%
68,621
-65,055
5078
$510K ﹤0.01%
12,202
+5,812
5079
$505K ﹤0.01%
49,600
5080
$504K ﹤0.01%
77,828
5081
$504K ﹤0.01%
41,566
+34,242
5082
$504K ﹤0.01%
38,046
+5,840
5083
$503K ﹤0.01%
121,505
-1,779
5084
$503K ﹤0.01%
11,010
-3,315
5085
$502K ﹤0.01%
33,044
+23,517
5086
$501K ﹤0.01%
133,728
+247
5087
$501K ﹤0.01%
181,414
+23,400
5088
$501K ﹤0.01%
29,189
+24,146
5089
$500K ﹤0.01%
19,458
-687
5090
$500K ﹤0.01%
4,740
-1,429
5091
$498K ﹤0.01%
6,878
+840
5092
$498K ﹤0.01%
21,920
+1,467
5093
$498K ﹤0.01%
39,082
+15,662
5094
$496K ﹤0.01%
163,641
+41,982
5095
$496K ﹤0.01%
18,107
-4,978
5096
$496K ﹤0.01%
6,556
+4,166
5097
$496K ﹤0.01%
158,834
+1,374
5098
$494K ﹤0.01%
172,844
-474
5099
$494K ﹤0.01%
30,437
+6,895
5100
$493K ﹤0.01%
30,877
-1,409
202 203
204
205 206