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
2576
$17.3M ﹤0.01%
1,949,847
+289,714
2577
$17.3M ﹤0.01%
577,495
-523,900
2578
$17.3M ﹤0.01%
571,028
-45,698
2579
$17.2M ﹤0.01%
113,832
+11,773
2580
$17.2M ﹤0.01%
720,603
+194,189
2581
$17.1M ﹤0.01%
268,260
-15,013
2582
$17.1M ﹤0.01%
1,563,575
+48,789
2583
$17.1M ﹤0.01%
694,443
+311,777
2584
$17.1M ﹤0.01%
2,363,476
+341,097
2585
$17.1M ﹤0.01%
637,583
-45,028
2586
$17M ﹤0.01%
359,240
-1,460
2587
$17M ﹤0.01%
203,292
-40,028
2588
$17M ﹤0.01%
2,453,839
+674,445
2589
$17M ﹤0.01%
1,909,389
+67,595
2590
$17M ﹤0.01%
1,123,468
+390,087
2591
$17M ﹤0.01%
690,586
+107,219
2592
$17M ﹤0.01%
225,562
+74,826
2593
$17M ﹤0.01%
562,820
+334,890
2594
$16.9M ﹤0.01%
368,224
+22,238
2595
$16.9M ﹤0.01%
93,233
-18,970
2596
$16.9M ﹤0.01%
1,082,476
-153,905
2597
$16.9M ﹤0.01%
1,926,679
-139,918
2598
$16.9M ﹤0.01%
2,414,652
+1,016,858
2599
$16.9M ﹤0.01%
161,455
-26,897
2600
$16.9M ﹤0.01%
137,765
+1,460
102 103
104
105 106