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
2526
$18.2M ﹤0.01%
6,454,034
-266,729
2527
$18.2M ﹤0.01%
2,367,567
-59,283
2528
$18.2M ﹤0.01%
479,503
+184,242
2529
$18.2M ﹤0.01%
1,746,335
-277,284
2530
$18.1M ﹤0.01%
391,288
+111,781
2531
$18.1M ﹤0.01%
1,845,996
+313,750
2532
$18.1M ﹤0.01%
936,247
+384,425
2533
$18.1M ﹤0.01%
106,321
-6,032
2534
$18.1M ﹤0.01%
311,764
-25,224
2535
$18.1M ﹤0.01%
1,255,798
-260,374
2536
$18M ﹤0.01%
781,885
-107,419
2537
$18M ﹤0.01%
334,942
+45,081
2538
$18M ﹤0.01%
637,157
+14,427
2539
$18M ﹤0.01%
346,249
-10,032
2540
$18M ﹤0.01%
721,074
-28,559
2541
$18M ﹤0.01%
390,358
+46,625
2542
$18M ﹤0.01%
754,811
-83,391
2543
$17.9M ﹤0.01%
576,185
-51,751
2544
$17.9M ﹤0.01%
358,537
+196,766
2545
$17.9M ﹤0.01%
1,052,810
-74,290
2546
$17.9M ﹤0.01%
614,064
-13,051
2547
$17.8M ﹤0.01%
582,439
-17,153
2548
$17.8M ﹤0.01%
1,154,982
-213,549
2549
$17.8M ﹤0.01%
443,784
+53,778
2550
$17.8M ﹤0.01%
861,004
+190,314
100 101
102
103 104