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
5601
$166K ﹤0.01%
42,365
+3,507
5602
$165K ﹤0.01%
6,745
+1,614
5603
$164K ﹤0.01%
8,591
5604
$163K ﹤0.01%
8,809
+7,778
5605
$163K ﹤0.01%
30,242
-1,258
5606
$163K ﹤0.01%
81,572
+7,119
5607
$162K ﹤0.01%
29,036
+3,424
5608
$162K ﹤0.01%
63,740
-600
5609
$162K ﹤0.01%
14,114
-2,102
5610
$162K ﹤0.01%
16,335
+4,751
5611
$162K ﹤0.01%
19,212
-9,678
5612
$161K ﹤0.01%
30,030
+889
5613
$160K ﹤0.01%
27,521
-16,585
5614
$160K ﹤0.01%
23,478
+667
5615
$160K ﹤0.01%
13,062
+6,893
5616
$160K ﹤0.01%
5,460
+1,005
5617
$159K ﹤0.01%
2,067
+1,968
5618
$159K ﹤0.01%
43,802
+31,315
5619
$159K ﹤0.01%
16,548
+2,432
5620
$158K ﹤0.01%
10,107
+2,525
5621
$157K ﹤0.01%
+69,311
5622
$157K ﹤0.01%
56,860
-8,568
5623
$157K ﹤0.01%
4,424
-8,166
5624
$157K ﹤0.01%
12,044
+3,867
5625
$157K ﹤0.01%
4,000
223 224
225
226 227