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
5501
$211K ﹤0.01%
121,434
-2,406
5502
$211K ﹤0.01%
49,972
+22,176
5503
$210K ﹤0.01%
121,509
-109,112
5504
$210K ﹤0.01%
1,668
+1,505
5505
$209K ﹤0.01%
51,508
+25,824
5506
$208K ﹤0.01%
105,219
-70,073
5507
$208K ﹤0.01%
9,815
+8,994
5508
$208K ﹤0.01%
14,730
-3
5509
$208K ﹤0.01%
5,906
+367
5510
$208K ﹤0.01%
4,327
-402
5511
$207K ﹤0.01%
17,430
-68,872
5512
$207K ﹤0.01%
592,062
+5,318
5513
$207K ﹤0.01%
7,332
-582
5514
$205K ﹤0.01%
3,989
-1,158
5515
$205K ﹤0.01%
117,149
+8,871
5516
$205K ﹤0.01%
44,359
+25,533
5517
$205K ﹤0.01%
9,144
+4,725
5518
$204K ﹤0.01%
8,401
-25,114
5519
$204K ﹤0.01%
192,084
-100,633
5520
$203K ﹤0.01%
8,062
-2,222
5521
$203K ﹤0.01%
16,904
-28,382
5522
$203K ﹤0.01%
+4,650
5523
$202K ﹤0.01%
+21,287
5524
$201K ﹤0.01%
+8,759
5525
$201K ﹤0.01%
109,067
+12,306
219 220
221
222 223