Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
+$1.62B
2
+$1.04B
3
+$901M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$823M
5
PDD icon
Pinduoduo
PDD
+$770M

Top Sells

1
+$1.19B
2
+$747M
3
+$707M
4
BAX icon
Baxter International
BAX
+$703M
5
EL icon
Estee Lauder
EL
+$592M

Sector Composition

1 Technology 19.28%
2 Healthcare 10.85%
3 Financials 9.94%
4 Consumer Discretionary 8.38%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7376
$21 ﹤0.01%
2
-250
7377
$21 ﹤0.01%
1
7378
$20 ﹤0.01%
+2
7379
$20 ﹤0.01%
164
7380
$20 ﹤0.01%
2
-1,127
7381
$20 ﹤0.01%
2
7382
– –
0
7383
$19 ﹤0.01%
203
7384
$18 ﹤0.01%
166
7385
$18 ﹤0.01%
250
7386
$18 ﹤0.01%
1
7387
$17 ﹤0.01%
23
-13,491
7388
$16 ﹤0.01%
1
7389
– –
0
7390
– –
0
7391
$14 ﹤0.01%
151
7392
$14 ﹤0.01%
160
7393
$14 ﹤0.01%
740
7394
$13 ﹤0.01%
62
7395
$13 ﹤0.01%
+301
7396
– –
0
7397
$12 ﹤0.01%
357
7398
– –
0
7399
$11 ﹤0.01%
162
7400
$11 ﹤0.01%
1
-1
294 295
296
297 298