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
5626
$156K ﹤0.01%
6,304
-1,336
5627
$156K ﹤0.01%
2,852
-448
5628
$156K ﹤0.01%
5,750
5629
$155K ﹤0.01%
4,379
+928
5630
$155K ﹤0.01%
2,608
+2,414
5631
$155K ﹤0.01%
26,904
+20,967
5632
$154K ﹤0.01%
60,012
-6,515
5633
$154K ﹤0.01%
68,797
+56,982
5634
$154K ﹤0.01%
14,437
+9,780
5635
$153K ﹤0.01%
9,350
5636
$152K ﹤0.01%
62,813
+197
5637
$152K ﹤0.01%
7,677
+2,585
5638
$152K ﹤0.01%
3,774
+200
5639
$152K ﹤0.01%
9,632
-1,000
5640
$151K ﹤0.01%
5,598
-1,271
5641
$151K ﹤0.01%
14,102
+1,885
5642
$150K ﹤0.01%
73,636
+27,794
5643
$150K ﹤0.01%
77,702
+3,561
5644
$149K ﹤0.01%
14,188
-11,266
5645
$149K ﹤0.01%
6,436
+6,241
5646
$148K ﹤0.01%
53,485
+1,049
5647
$148K ﹤0.01%
12,763
-1,720
5648
$148K ﹤0.01%
6,211
-24
5649
$146K ﹤0.01%
57,135
+56,744
5650
$146K ﹤0.01%
40,159
-567
224 225
226
227 228