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
5326
$311K ﹤0.01%
10,077
+1,409
5327
$310K ﹤0.01%
34,782
-7,079
5328
$309K ﹤0.01%
11,330
-940
5329
$308K ﹤0.01%
36,254
+9,700
5330
$307K ﹤0.01%
34,684
-10,893
5331
$307K ﹤0.01%
130,023
-24,845
5332
$304K ﹤0.01%
9,017
+3,841
5333
$304K ﹤0.01%
+13,885
5334
$303K ﹤0.01%
6,296
+1,226
5335
$303K ﹤0.01%
21,675
-97,324
5336
$302K ﹤0.01%
9,138
+100
5337
$302K ﹤0.01%
45,112
-25,241
5338
$301K ﹤0.01%
18,205
-22,272
5339
$301K ﹤0.01%
87,307
-11,050
5340
$299K ﹤0.01%
11,264
+1,734
5341
$299K ﹤0.01%
13,283
-6,452
5342
$299K ﹤0.01%
75,591
+46,672
5343
$298K ﹤0.01%
38,230
-69,467
5344
$297K ﹤0.01%
39,068
+29,083
5345
$296K ﹤0.01%
58,201
-2,141
5346
$295K ﹤0.01%
24,986
-232
5347
$294K ﹤0.01%
13,605
-16
5348
$293K ﹤0.01%
32,997
+10,888
5349
$292K ﹤0.01%
146,176
+1,592
5350
$292K ﹤0.01%
6,816
-17,822
212 213
214
215 216