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
2601
$16.9M ﹤0.01%
490,840
+77,297
2602
$16.8M ﹤0.01%
162,180
-40,399
2603
$16.8M ﹤0.01%
776,677
-308,147
2604
$16.7M ﹤0.01%
334,725
-721,661
2605
$16.7M ﹤0.01%
1,474,079
+71,925
2606
$16.7M ﹤0.01%
624,059
+169,588
2607
$16.7M ﹤0.01%
1,454,476
-371,760
2608
$16.7M ﹤0.01%
3,680,241
-167,142
2609
$16.7M ﹤0.01%
311,681
-418,175
2610
$16.7M ﹤0.01%
159,798
+2,272
2611
$16.7M ﹤0.01%
277,920
+54,560
2612
$16.7M ﹤0.01%
460,111
+262,878
2613
$16.7M ﹤0.01%
1,319,859
+547,898
2614
$16.7M ﹤0.01%
331,408
-4,587
2615
$16.6M ﹤0.01%
3,282,937
+761,500
2616
$16.6M ﹤0.01%
1,127,090
-581,889
2617
$16.6M ﹤0.01%
363,370
-362,958
2618
$16.6M ﹤0.01%
860,376
+16,259
2619
$16.6M ﹤0.01%
566,181
-460,779
2620
$16.6M ﹤0.01%
762,061
+30,385
2621
$16.6M ﹤0.01%
355,829
+30,249
2622
$16.6M ﹤0.01%
748,357
+428,022
2623
$16.6M ﹤0.01%
769,350
+48,261
2624
$16.5M ﹤0.01%
1,692,952
+70,107
2625
$16.5M ﹤0.01%
231,337
+18,728
103 104
105
106 107