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
5551
$183K ﹤0.01%
10,200
5552
$183K ﹤0.01%
168,109
+84,802
5553
$183K ﹤0.01%
58,364
+58,339
5554
$183K ﹤0.01%
36,079
-191
5555
$182K ﹤0.01%
14,240
+407
5556
$182K ﹤0.01%
52,336
+28,249
5557
$181K ﹤0.01%
42,998
+346
5558
$181K ﹤0.01%
15,246
+4,545
5559
$181K ﹤0.01%
13,593
+2,024
5560
$181K ﹤0.01%
29,875
+2,970
5561
$181K ﹤0.01%
57,228
+8,781
5562
$181K ﹤0.01%
24,759
+999
5563
$181K ﹤0.01%
62,316
+62,171
5564
$181K ﹤0.01%
24,541
+21,294
5565
$180K ﹤0.01%
68,122
+395
5566
$179K ﹤0.01%
7,105
-14,577
5567
$179K ﹤0.01%
8,677
+637
5568
$178K ﹤0.01%
85,728
5569
$178K ﹤0.01%
4,621
-996
5570
$177K ﹤0.01%
43,227
-5,072
5571
$177K ﹤0.01%
857
-636
5572
$176K ﹤0.01%
585,540
5573
$175K ﹤0.01%
8,036
+3,278
5574
$175K ﹤0.01%
9,862
+7,332
5575
$174K ﹤0.01%
24,116
+11,788
221 222
223
224 225