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
6451
$16.9K ﹤0.01%
6,003
-7,992
6452
$16.8K ﹤0.01%
13,685
-11,734
6453
$16.8K ﹤0.01%
+12,374
6454
$16.8K ﹤0.01%
+692
6455
$16.7K ﹤0.01%
496
6456
$16.6K ﹤0.01%
1,584
-1
6457
$16.6K ﹤0.01%
9,676
+3,499
6458
$16.6K ﹤0.01%
818
6459
$16.6K ﹤0.01%
583
+475
6460
$16.6K ﹤0.01%
10,316
6461
$16.6K ﹤0.01%
5,906
6462
$16.5K ﹤0.01%
6,258
+2,761
6463
$16.5K ﹤0.01%
+800
6464
$16.4K ﹤0.01%
15,292
6465
$16.3K ﹤0.01%
+650
6466
$16.3K ﹤0.01%
600
-2,150
6467
$16.3K ﹤0.01%
346
+191
6468
$16.2K ﹤0.01%
5,102
+1,923
6469
$16.1K ﹤0.01%
4,349
6470
$16.1K ﹤0.01%
3,036
-3
6471
$16.1K ﹤0.01%
6,158
+872
6472
$16.1K ﹤0.01%
661
6473
$16K ﹤0.01%
+3,273
6474
$16K ﹤0.01%
1,500
-1
6475
$16K ﹤0.01%
1,130