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
6176
$37.1K ﹤0.01%
1,124
6177
$36.7K ﹤0.01%
1,729
+605
6178
$36.6K ﹤0.01%
1,465
+65
6179
$36.6K ﹤0.01%
9,100
+1,206
6180
$36.4K ﹤0.01%
341
+250
6181
$36.4K ﹤0.01%
11,815
+11,231
6182
$36.3K ﹤0.01%
1,477
+155
6183
$36.3K ﹤0.01%
13,198
+696
6184
$36.1K ﹤0.01%
2,094
-1,269
6185
$36K ﹤0.01%
1,560
-522
6186
$35.9K ﹤0.01%
7,647
-120
6187
$35.8K ﹤0.01%
1,850
6188
$35.6K ﹤0.01%
13,669
6189
$35.4K ﹤0.01%
6,761
+2,842
6190
$35.4K ﹤0.01%
5,711
-1,392
6191
$35.4K ﹤0.01%
60,944
-68,939
6192
$35.3K ﹤0.01%
1,344
6193
$35.1K ﹤0.01%
2,186
-1,547
6194
$34.9K ﹤0.01%
3,450
6195
$34.8K ﹤0.01%
560
-16
6196
$34.7K ﹤0.01%
12,991
+6,149
6197
$34.7K ﹤0.01%
496
6198
$34.5K ﹤0.01%
1,122
+122
6199
$34.5K ﹤0.01%
10
6200
$34.5K ﹤0.01%
11,679
+671