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
6376
$21.3K ﹤0.01%
12,937
6377
$21.3K ﹤0.01%
548
6378
$21.3K ﹤0.01%
393
+252
6379
$21.2K ﹤0.01%
1,034
+159
6380
$21.2K ﹤0.01%
7,890
-250
6381
$21K ﹤0.01%
21,678
-25,199
6382
$21K ﹤0.01%
2,000
6383
$21K ﹤0.01%
854
+193
6384
$20.9K ﹤0.01%
6,746
-21,188
6385
$20.9K ﹤0.01%
11,554
-1,562
6386
$20.9K ﹤0.01%
18,637
+6,117
6387
$20.8K ﹤0.01%
43
+16
6388
$20.7K ﹤0.01%
1,000
6389
$20.7K ﹤0.01%
2,867
+150
6390
$20.6K ﹤0.01%
789
-1,664
6391
$20.5K ﹤0.01%
37,848
6392
$20.5K ﹤0.01%
554
6393
$20.5K ﹤0.01%
2,733
-97
6394
$20.5K ﹤0.01%
3,852
-11,673
6395
$20.4K ﹤0.01%
5,788
-4,208
6396
$20.4K ﹤0.01%
15,900
6397
$20.3K ﹤0.01%
750
6398
$20.2K ﹤0.01%
795
-453
6399
$20.2K ﹤0.01%
1,588
+400
6400
$20.2K ﹤0.01%
2,001
254 255
256
257 258