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
5651
$146K ﹤0.01%
51,740
-28,481
5652
$145K ﹤0.01%
6,612
+1,164
5653
$145K ﹤0.01%
+14,607
5654
$145K ﹤0.01%
11,781
+4,609
5655
$145K ﹤0.01%
1,757
-256
5656
$145K ﹤0.01%
6,927
+2,136
5657
$144K ﹤0.01%
5,702
+1,961
5658
$144K ﹤0.01%
2,614
+129
5659
$143K ﹤0.01%
136,580
-13,354
5660
$143K ﹤0.01%
45,453
+31,971
5661
$143K ﹤0.01%
+498
5662
$143K ﹤0.01%
132,059
+47,642
5663
$142K ﹤0.01%
9,648
-689
5664
$142K ﹤0.01%
55,282
+12,537
5665
$141K ﹤0.01%
994
-87,266
5666
$141K ﹤0.01%
24,339
+3,666
5667
$141K ﹤0.01%
+3,130
5668
$141K ﹤0.01%
60,562
+15,624
5669
$141K ﹤0.01%
17,517
-90
5670
$141K ﹤0.01%
10,923
-617
5671
$140K ﹤0.01%
438,859
+427,395
5672
$140K ﹤0.01%
5,916
-400
5673
$140K ﹤0.01%
23,068
+10,320
5674
$139K ﹤0.01%
7,086
-291,364
5675
$139K ﹤0.01%
48,722
-645
225 226
227
228 229