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
5701
$131K ﹤0.01%
93,213
+10,644
5702
$131K ﹤0.01%
30,102
+7,723
5703
$130K ﹤0.01%
4,095
+1,882
5704
$130K ﹤0.01%
36,197
-1,537
5705
$129K ﹤0.01%
718,868
5706
$129K ﹤0.01%
46,544
-90
5707
$129K ﹤0.01%
17,859
+15,165
5708
$129K ﹤0.01%
11,969
+731
5709
$129K ﹤0.01%
118,125
-25,434
5710
$129K ﹤0.01%
3,425
+2,755
5711
$128K ﹤0.01%
106,985
+2,775
5712
$128K ﹤0.01%
2,589
+983
5713
$128K ﹤0.01%
7,264
-18,813
5714
$128K ﹤0.01%
3,253
-607
5715
$127K ﹤0.01%
57,161
+40,529
5716
$127K ﹤0.01%
5,522
+5,345
5717
$127K ﹤0.01%
4,100
-400
5718
$127K ﹤0.01%
7,296
+450
5719
$127K ﹤0.01%
774
-101
5720
$126K ﹤0.01%
126,482
-67,819
5721
$125K ﹤0.01%
18,460
+17,060
5722
$125K ﹤0.01%
34,850
+7,090
5723
$125K ﹤0.01%
+54,117
5724
$125K ﹤0.01%
113,459
-343,054
5725
$124K ﹤0.01%
4,482
+2,830
227 228
229
230 231