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
5101
$491K ﹤0.01%
60,622
-1,628
5102
$490K ﹤0.01%
18,648
+15,766
5103
$490K ﹤0.01%
48,066
+23,677
5104
$490K ﹤0.01%
22,901
-5,339
5105
$489K ﹤0.01%
108,004
-91,939
5106
$489K ﹤0.01%
46,796
+297
5107
$488K ﹤0.01%
132,284
+40,376
5108
$487K ﹤0.01%
11,698
-3,097
5109
$486K ﹤0.01%
30,909
+3,913
5110
$484K ﹤0.01%
58,173
+12,797
5111
$482K ﹤0.01%
198,304
+62,462
5112
$481K ﹤0.01%
21,351
+5,487
5113
$478K ﹤0.01%
19,741
-12,404
5114
$478K ﹤0.01%
30,025
-26,130
5115
$476K ﹤0.01%
20,112
+10,218
5116
$476K ﹤0.01%
52,658
+17,446
5117
$475K ﹤0.01%
14,759
+13,545
5118
$474K ﹤0.01%
95,268
-159,936
5119
$474K ﹤0.01%
20,820
+11,271
5120
$473K ﹤0.01%
148,894
-13,725
5121
$472K ﹤0.01%
9,880
-93,553
5122
$471K ﹤0.01%
+30,051
5123
$471K ﹤0.01%
67,126
+60,157
5124
$470K ﹤0.01%
250,162
-147,960
5125
$470K ﹤0.01%
105,624
+77,353
203 204
205
206 207