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
5451
$235K ﹤0.01%
56,782
-12,800
5452
$235K ﹤0.01%
20,316
+1,754
5453
$234K ﹤0.01%
34,448
-666
5454
$234K ﹤0.01%
34,461
+6,716
5455
$234K ﹤0.01%
10,575
-834
5456
$234K ﹤0.01%
75,645
+26,586
5457
$234K ﹤0.01%
8,670
+239
5458
$233K ﹤0.01%
155,390
+108,995
5459
$233K ﹤0.01%
11,175
-1,440
5460
$232K ﹤0.01%
175,384
+155,272
5461
$231K ﹤0.01%
14,522
+1,500
5462
$230K ﹤0.01%
11,505
+2,533
5463
$230K ﹤0.01%
54,506
+31,176
5464
$230K ﹤0.01%
22,740
-4,280
5465
$230K ﹤0.01%
6,348
+2,440
5466
$230K ﹤0.01%
302,100
-20,001
5467
$230K ﹤0.01%
18,987
+16,668
5468
$229K ﹤0.01%
798
+219
5469
$229K ﹤0.01%
80,419
+52,559
5470
$229K ﹤0.01%
10,597
+4,345
5471
$229K ﹤0.01%
151,375
+133,426
5472
$228K ﹤0.01%
6,163
-1,829
5473
$228K ﹤0.01%
125,203
+94,931
5474
$228K ﹤0.01%
6,423
+99
5475
$227K ﹤0.01%
2,290
-4,331
217 218
219
220 221