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
5526
$199K ﹤0.01%
39,410
+5,846
5527
$198K ﹤0.01%
81,204
+80,131
5528
$196K ﹤0.01%
5,793
+602
5529
$196K ﹤0.01%
7,210
-2,035
5530
$195K ﹤0.01%
22,972
-1,612
5531
$195K ﹤0.01%
17,644
+9,200
5532
$195K ﹤0.01%
4,129
+316
5533
$193K ﹤0.01%
48,722
+23,777
5534
$193K ﹤0.01%
+8,191
5535
$193K ﹤0.01%
5,842
+812
5536
$193K ﹤0.01%
35,310
-314
5537
$193K ﹤0.01%
6,432
+6,420
5538
$192K ﹤0.01%
76,046
-12,288
5539
$192K ﹤0.01%
2,921
5540
$191K ﹤0.01%
7,652
-5,513
5541
$191K ﹤0.01%
42,817
-10,652
5542
$191K ﹤0.01%
123,721
+7,959
5543
$189K ﹤0.01%
31,600
-2,500
5544
$187K ﹤0.01%
24,169
+12,967
5545
$187K ﹤0.01%
93,587
+14,496
5546
$187K ﹤0.01%
21,243
+13,099
5547
$186K ﹤0.01%
9,258
+1,515
5548
$184K ﹤0.01%
7,947
+7,649
5549
$184K ﹤0.01%
6,877
+46
5550
$184K ﹤0.01%
42,815
-9,466
220 221
222
223 224