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
5676
$139K ﹤0.01%
6,253
+584
5677
$139K ﹤0.01%
2,273
+771
5678
$138K ﹤0.01%
41,921
-318,383
5679
$138K ﹤0.01%
4,492
5680
$138K ﹤0.01%
4,200
-400
5681
$137K ﹤0.01%
+90,021
5682
$137K ﹤0.01%
4,400
5683
$136K ﹤0.01%
7,540
-4,325
5684
$136K ﹤0.01%
16,996
+2,092
5685
$136K ﹤0.01%
28,245
-2
5686
$135K ﹤0.01%
826
-43
5687
$135K ﹤0.01%
59,250
5688
$135K ﹤0.01%
21,990
+5,567
5689
$135K ﹤0.01%
220,315
+11,057
5690
$135K ﹤0.01%
18,300
-1,739
5691
$135K ﹤0.01%
29,060
+3,497
5692
$135K ﹤0.01%
3,980
5693
$135K ﹤0.01%
3,837
-1,500
5694
$134K ﹤0.01%
13,274
+5,540
5695
$134K ﹤0.01%
7,192
-117,446
5696
$134K ﹤0.01%
4,334
+3,615
5697
$134K ﹤0.01%
44,543
+5,998
5698
$132K ﹤0.01%
47,862
+41,877
5699
$132K ﹤0.01%
17,009
5700
$131K ﹤0.01%
60,039
+35,964
226 227
228
229 230