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
5401
$263K ﹤0.01%
316,535
-7,960
5402
$263K ﹤0.01%
89,339
+64,854
5403
$263K ﹤0.01%
6,112
-3,064
5404
$261K ﹤0.01%
34,083
+11,629
5405
$260K ﹤0.01%
87,064
5406
$260K ﹤0.01%
13,559
+11,691
5407
$260K ﹤0.01%
5,469
-1,236
5408
$259K ﹤0.01%
1,711
+793
5409
$259K ﹤0.01%
9,646
-315
5410
$257K ﹤0.01%
8,115
+362
5411
$257K ﹤0.01%
1,192
+520
5412
$256K ﹤0.01%
201
+11
5413
$256K ﹤0.01%
24,621
+19,518
5414
$255K ﹤0.01%
13,274
+7,516
5415
$254K ﹤0.01%
222,945
-4,100
5416
$254K ﹤0.01%
11,197
+1,599
5417
$254K ﹤0.01%
40,624
+18,102
5418
$253K ﹤0.01%
4,233
+276
5419
$252K ﹤0.01%
47,729
+4,976
5420
$252K ﹤0.01%
43,811
+1,488
5421
$252K ﹤0.01%
154,340
+35,582
5422
– –
0
5423
$250K ﹤0.01%
7,763
-602
5424
$250K ﹤0.01%
11,567
+8,315
5425
$249K ﹤0.01%
89,100
+796
215 216
217
218 219