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
2626
$16.5M ﹤0.01%
1,574,486
+49,271
2627
$16.5M ﹤0.01%
701,092
+112,172
2628
$16.5M ﹤0.01%
315,672
-8,361
2629
$16.5M ﹤0.01%
263,047
+53,095
2630
$16.5M ﹤0.01%
+330,000
2631
$16.5M ﹤0.01%
438,817
+45,539
2632
$16.5M ﹤0.01%
226,885
+73,805
2633
$16.5M ﹤0.01%
1,749,177
-112,000
2634
$16.4M ﹤0.01%
361,627
+4,439
2635
$16.4M ﹤0.01%
171,934
-7,370
2636
$16.4M ﹤0.01%
825,390
-69,164
2637
$16.4M ﹤0.01%
1,490,239
-1,174,046
2638
$16.4M ﹤0.01%
1,555,735
+417,209
2639
$16.3M ﹤0.01%
306,082
+47,924
2640
$16.3M ﹤0.01%
27,418
-3,913
2641
$16.3M ﹤0.01%
178,855
-182,272
2642
$16.3M ﹤0.01%
1,569,007
-253,782
2643
$16.3M ﹤0.01%
2,704,796
+1,096,118
2644
$16.2M ﹤0.01%
1,334,619
-44,632
2645
$16.2M ﹤0.01%
574,571
-277,262
2646
$16.1M ﹤0.01%
260,464
-51,007
2647
$16.1M ﹤0.01%
717,148
-106,762
2648
$16.1M ﹤0.01%
1,200,330
+122,292
2649
$16.1M ﹤0.01%
354,370
-59,710
2650
$16.1M ﹤0.01%
1,740,366
+1,577,783