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
5301
$331K ﹤0.01%
1,292
+287
5302
$330K ﹤0.01%
10,063
-1,171
5303
$330K ﹤0.01%
6,218
-166
5304
$329K ﹤0.01%
7,660
-25,675
5305
$329K ﹤0.01%
29,024
-4,512
5306
$327K ﹤0.01%
30,852
+15,790
5307
$326K ﹤0.01%
56,078
+1,438
5308
$325K ﹤0.01%
10,928
+844
5309
$325K ﹤0.01%
18,039
+3,064
5310
$324K ﹤0.01%
12,775
+12,700
5311
$324K ﹤0.01%
34,519
+22,946
5312
$324K ﹤0.01%
9,800
-16,614
5313
$323K ﹤0.01%
16,138
-2,531
5314
$320K ﹤0.01%
17,409
+12,036
5315
$319K ﹤0.01%
85,647
+32,978
5316
$317K ﹤0.01%
26,519
-1,852
5317
$316K ﹤0.01%
40,668
+25,115
5318
$315K ﹤0.01%
5,917
+5,148
5319
$315K ﹤0.01%
20,490
-3,652
5320
$314K ﹤0.01%
11,894
-2,579
5321
$312K ﹤0.01%
4,983
-104,069
5322
$312K ﹤0.01%
10,160
+7,916
5323
$312K ﹤0.01%
17,530
+1,313
5324
$311K ﹤0.01%
60,773
-6,370
5325
$311K ﹤0.01%
73,521
+15,230
211 212
213
214 215