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
6526
$13.9K ﹤0.01%
2,228
-1,046
6527
$13.8K ﹤0.01%
6,410
-6,291
6528
$13.8K ﹤0.01%
2,000
-301
6529
$13.8K ﹤0.01%
+1,341
6530
$13.7K ﹤0.01%
2,261
-3,514
6531
$13.7K ﹤0.01%
15,250
+3,899
6532
$13.7K ﹤0.01%
8,575
-100
6533
$13.7K ﹤0.01%
6,510
+200
6534
$13.7K ﹤0.01%
1,629
+282
6535
$13.6K ﹤0.01%
230
-70
6536
$13.6K ﹤0.01%
332
-10
6537
$13.5K ﹤0.01%
6,015
+4,852
6538
$13.4K ﹤0.01%
+383
6539
$13.4K ﹤0.01%
10,208
-3,666
6540
$13.3K ﹤0.01%
11,910
-928
6541
$13.3K ﹤0.01%
9,190
+1,245
6542
$13.3K ﹤0.01%
4,710
-4
6543
$13.3K ﹤0.01%
357
6544
$13.2K ﹤0.01%
1,632
+167
6545
$13.2K ﹤0.01%
291
6546
$13.2K ﹤0.01%
1,500
6547
$13.2K ﹤0.01%
+1,250
6548
$13.1K ﹤0.01%
9,879
+5,523
6549
$13.1K ﹤0.01%
1,874
-2,647
6550
$13.1K ﹤0.01%
104,736
+96,809
260 261
262
263 264