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
5151
$449K ﹤0.01%
45,532
+4,227
5152
$449K ﹤0.01%
9,453
+116
5153
$447K ﹤0.01%
153,616
-284,843
5154
$446K ﹤0.01%
16,636
+11,028
5155
$446K ﹤0.01%
118,235
+10,287
5156
$445K ﹤0.01%
423,502
-22,438
5157
$444K ﹤0.01%
17,597
+7,988
5158
$443K ﹤0.01%
20,778
+1,563
5159
$443K ﹤0.01%
73,099
-69,915
5160
$442K ﹤0.01%
16,630
+563
5161
$438K ﹤0.01%
128,901
-33,015
5162
$435K ﹤0.01%
72,129
+41,069
5163
$434K ﹤0.01%
43,659
+7,758
5164
$432K ﹤0.01%
1,962
+1,598
5165
$432K ﹤0.01%
134,590
-13,905
5166
$431K ﹤0.01%
75,083
+25,370
5167
$430K ﹤0.01%
24,851
+1,972
5168
$430K ﹤0.01%
8,383
+527
5169
$430K ﹤0.01%
15,264
-3,541
5170
$429K ﹤0.01%
118,362
5171
$429K ﹤0.01%
45,300
-51
5172
$429K ﹤0.01%
64,273
+3,972
5173
$427K ﹤0.01%
61,284
-47,918
5174
$426K ﹤0.01%
15,320
+13,576
5175
$426K ﹤0.01%
2,521
-1,002
205 206
207
208 209