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
5251
$372K ﹤0.01%
12,919
+741
5252
$372K ﹤0.01%
28,168
+4,278
5253
$370K ﹤0.01%
47,138
+21,465
5254
$369K ﹤0.01%
62,806
+62,785
5255
$369K ﹤0.01%
6,722
-3,285
5256
$368K ﹤0.01%
108,966
+35,414
5257
$368K ﹤0.01%
14,680
+1,174
5258
$367K ﹤0.01%
135,383
-3,460
5259
$365K ﹤0.01%
1,216
-2,758
5260
$365K ﹤0.01%
71,374
-5,500
5261
$364K ﹤0.01%
12,265
+9,283
5262
$363K ﹤0.01%
37,385
-2,518
5263
$363K ﹤0.01%
12,548
+3,975
5264
$362K ﹤0.01%
99,895
+6,892
5265
$361K ﹤0.01%
84,024
-155,208
5266
$361K ﹤0.01%
644,117
+302,988
5267
$360K ﹤0.01%
41,226
-25,172
5268
$360K ﹤0.01%
14,795
-4,243
5269
$360K ﹤0.01%
14,031
+1,770
5270
$359K ﹤0.01%
87,191
+40,656
5271
$357K ﹤0.01%
23,851
-42,419
5272
$357K ﹤0.01%
7,245
-1,485
5273
$357K ﹤0.01%
20,062
+997
5274
$356K ﹤0.01%
29,462
+165
5275
$355K ﹤0.01%
17,972
+3,944
209 210
211
212 213