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
5376
$277K ﹤0.01%
36,213
+10,471
5377
$277K ﹤0.01%
6,033
-5,060
5378
$276K ﹤0.01%
12,158
+3,078
5379
$276K ﹤0.01%
131,319
+89,144
5380
$275K ﹤0.01%
423,372
+198,019
5381
$275K ﹤0.01%
3,873
-360
5382
$275K ﹤0.01%
7,352
+4,405
5383
$274K ﹤0.01%
6,479
-337
5384
$273K ﹤0.01%
22,429
+16,102
5385
$273K ﹤0.01%
7,494
+2,875
5386
$272K ﹤0.01%
2,244
-26,760
5387
$272K ﹤0.01%
+283,659
5388
$271K ﹤0.01%
11,279
+1,987
5389
$271K ﹤0.01%
12,145
+9,229
5390
$270K ﹤0.01%
835
+686
5391
$270K ﹤0.01%
46,693
-803
5392
$270K ﹤0.01%
54,914
-3,403
5393
$270K ﹤0.01%
2,163
-2,047
5394
$268K ﹤0.01%
27,651
-17,765
5395
$268K ﹤0.01%
285,760
+55,161
5396
$267K ﹤0.01%
6,653
-1,158
5397
$267K ﹤0.01%
32,073
-97,811
5398
$266K ﹤0.01%
36,008
+24,579
5399
$265K ﹤0.01%
19,644
+2,018
5400
$265K ﹤0.01%
48,186
+37,716
214 215
216
217 218