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
6326
$24.4K ﹤0.01%
4,421
+4,005
6327
$24.2K ﹤0.01%
40,240
-1,751
6328
$24.2K ﹤0.01%
3,124
6329
$24.2K ﹤0.01%
6,800
-1,347
6330
$24.2K ﹤0.01%
610
+468
6331
$24.1K ﹤0.01%
901
+360
6332
$24.1K ﹤0.01%
+2,000
6333
$23.9K ﹤0.01%
1,986
+1,400
6334
$23.8K ﹤0.01%
4,893
-400
6335
$23.8K ﹤0.01%
3,781
-647
6336
$23.8K ﹤0.01%
3,279
-1,095
6337
$23.7K ﹤0.01%
+810
6338
$23.6K ﹤0.01%
532
6339
$23.4K ﹤0.01%
1,558
-536
6340
$23.4K ﹤0.01%
179,616
-10,197
6341
$23.3K ﹤0.01%
355
-66
6342
$23.2K ﹤0.01%
+2,429
6343
$23K ﹤0.01%
170,956
+33,029
6344
$23K ﹤0.01%
91,200
6345
$23K ﹤0.01%
22,339
6346
$23K ﹤0.01%
386
+295
6347
$22.9K ﹤0.01%
4,578
6348
$22.8K ﹤0.01%
6,105
-2,208
6349
$22.6K ﹤0.01%
7,388
+990
6350
$22.6K ﹤0.01%
+2,088