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
6226
$32.1K ﹤0.01%
11,270
-1,540
6227
$32.1K ﹤0.01%
11,763
-3,909
6228
$32K ﹤0.01%
12,788
6229
$31.9K ﹤0.01%
1,229
-38
6230
$31.8K ﹤0.01%
1,000
6231
$31.5K ﹤0.01%
26,053
-7,384
6232
$31.3K ﹤0.01%
8,142
-94
6233
$31.2K ﹤0.01%
4,733
-301
6234
$31.2K ﹤0.01%
44,589
-3,192
6235
$31.1K ﹤0.01%
4,817
+1,829
6236
$31.1K ﹤0.01%
1,254
6237
$31K ﹤0.01%
1,038
-962
6238
$31K ﹤0.01%
42,839
-5,150
6239
$31K ﹤0.01%
88,086
-4,037
6240
$30.9K ﹤0.01%
3,836
-87
6241
$30.9K ﹤0.01%
162,469
-80,596
6242
$30.6K ﹤0.01%
2,730
-1,493
6243
$30.6K ﹤0.01%
13,476
+8,950
6244
$30.5K ﹤0.01%
3,233
6245
$30.4K ﹤0.01%
4,000
-480
6246
$30.4K ﹤0.01%
499
-1,707
6247
$30.3K ﹤0.01%
2,457
-184
6248
$30.2K ﹤0.01%
1,499
-1,812
6249
$30.2K ﹤0.01%
6,634
+676
6250
$30K ﹤0.01%
1,600
+975
248 249
250
251 252