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
2651
$16.1M ﹤0.01%
1,475,730
+146,118
2652
$16.1M ﹤0.01%
634,268
+203,081
2653
$16.1M ﹤0.01%
169,205
+21,320
2654
$16.1M ﹤0.01%
193,725
-32
2655
$16.1M ﹤0.01%
1,340,077
+386,609
2656
$16.1M ﹤0.01%
921,879
+43,856
2657
$16M ﹤0.01%
387,817
+114,728
2658
$16M ﹤0.01%
4,188,400
+673,210
2659
$16M ﹤0.01%
43,887
+3,663
2660
$16M ﹤0.01%
34,330
+15,610
2661
$16M ﹤0.01%
721,199
+100,216
2662
$16M ﹤0.01%
1,722,607
+340,456
2663
$16M ﹤0.01%
302,975
+22,298
2664
$16M ﹤0.01%
446,260
+231,664
2665
$16M ﹤0.01%
348,153
-11,978
2666
$16M ﹤0.01%
2,885,996
+135,363
2667
$16M ﹤0.01%
938,208
+211,551
2668
$15.9M ﹤0.01%
675,908
-442,824
2669
$15.9M ﹤0.01%
892,319
+235,328
2670
$15.9M ﹤0.01%
603,193
+515,772
2671
$15.9M ﹤0.01%
1,233,873
+96,959
2672
$15.9M ﹤0.01%
1,028,193
+26,575
2673
$15.9M ﹤0.01%
387,643
-53,249
2674
$15.9M ﹤0.01%
1,024,894
+682,857
2675
$15.9M ﹤0.01%
1,175,688
-123,691
105 106
107
108 109