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
2501
$18.7M ﹤0.01%
1,685,766
+203,730
2502
$18.7M ﹤0.01%
398,000
+55,308
2503
$18.6M ﹤0.01%
3,348,281
-339,978
2504
$18.6M ﹤0.01%
823,541
-26,973
2505
$18.6M ﹤0.01%
398,006
+11,658
2506
$18.6M ﹤0.01%
1,401,368
+1,004,719
2507
$18.6M ﹤0.01%
529,887
+53,825
2508
$18.5M ﹤0.01%
235,386
+12,460
2509
$18.5M ﹤0.01%
1,542,873
-249,679
2510
$18.5M ﹤0.01%
3,625,009
-772,130
2511
$18.5M ﹤0.01%
691,430
-28,699
2512
$18.5M ﹤0.01%
946,535
-59,347
2513
$18.4M ﹤0.01%
693,906
-3,576
2514
$18.4M ﹤0.01%
416,385
+140,040
2515
$18.4M ﹤0.01%
192,077
-2,196
2516
$18.4M ﹤0.01%
386,030
+15,050
2517
$18.4M ﹤0.01%
562,072
+165,756
2518
$18.3M ﹤0.01%
1,588,924
+41,457
2519
$18.3M ﹤0.01%
211,912
-50,740
2520
$18.3M ﹤0.01%
1,909,291
-1,770,980
2521
$18.3M ﹤0.01%
1,025,855
+463,843
2522
$18.3M ﹤0.01%
1,251,641
+38,498
2523
$18.3M ﹤0.01%
1,960,292
-186,976
2524
$18.2M ﹤0.01%
361,361
-87,996
2525
$18.2M ﹤0.01%
691,941
+80,690
99 100
101
102 103