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
5776
$108K ﹤0.01%
3,000
5777
$108K ﹤0.01%
4,837
-6
5778
$107K ﹤0.01%
58,656
-5,575
5779
$107K ﹤0.01%
28,614
-4,527
5780
$107K ﹤0.01%
11,928
-25,381
5781
$107K ﹤0.01%
3,315
5782
$107K ﹤0.01%
3,455
-75
5783
$106K ﹤0.01%
3,386
-3,739
5784
$105K ﹤0.01%
46,123
-6
5785
$105K ﹤0.01%
4,878
-66
5786
$104K ﹤0.01%
56,397
-38,865
5787
$104K ﹤0.01%
20,189
+2,590
5788
$103K ﹤0.01%
38,346
+17,254
5789
$103K ﹤0.01%
1,675
-455
5790
$103K ﹤0.01%
2,831
-800
5791
$102K ﹤0.01%
60,558
-20,023
5792
$102K ﹤0.01%
23,630
-9,919
5793
$102K ﹤0.01%
+6,927
5794
$102K ﹤0.01%
5,640
+592
5795
$102K ﹤0.01%
9,811
-884
5796
$102K ﹤0.01%
8,920
-4,695
5797
$101K ﹤0.01%
2,105
5798
$100K ﹤0.01%
5,852
-1,641
5799
$99.9K ﹤0.01%
3,175
-661
5800
$99.5K ﹤0.01%
4,232
230 231
232
233 234