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
5801
$99K ﹤0.01%
16,181
+125
5802
$98.6K ﹤0.01%
92,186
-222,429
5803
$98.3K ﹤0.01%
18,743
-147,141
5804
$98.2K ﹤0.01%
7,123
-1,600
5805
$98.1K ﹤0.01%
60,586
-800,670
5806
$97.8K ﹤0.01%
16,200
+2,696
5807
$97.8K ﹤0.01%
70,900
+38,100
5808
$97.5K ﹤0.01%
76,808
-1,430
5809
$97.3K ﹤0.01%
15,264
-2,311
5810
$97.1K ﹤0.01%
109,730
-8,300
5811
$96.8K ﹤0.01%
30,539
+4,928
5812
$96.7K ﹤0.01%
83,322
+984
5813
$96.4K ﹤0.01%
18,261
5814
$96.3K ﹤0.01%
16,749
+16,676
5815
$95.9K ﹤0.01%
5,001
-798
5816
$95.2K ﹤0.01%
2,560
-50
5817
$95.2K ﹤0.01%
1,731
-178
5818
$95.1K ﹤0.01%
16,781
5819
$95K ﹤0.01%
46,094
+7,800
5820
$94.9K ﹤0.01%
9,040
5821
$94.7K ﹤0.01%
29,701
-200
5822
$94.6K ﹤0.01%
3,500
5823
$94.5K ﹤0.01%
492
+182
5824
$94.4K ﹤0.01%
1,439
-4,255
5825
$94.4K ﹤0.01%
1,931
+431
231 232
233
234 235