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
2676
$15.8M ﹤0.01%
422,329
+52,217
2677
$15.8M ﹤0.01%
563,056
-270,874
2678
$15.8M ﹤0.01%
766,499
-178,291
2679
$15.8M ﹤0.01%
607,539
-605,361
2680
$15.8M ﹤0.01%
565,606
+77,555
2681
$15.7M ﹤0.01%
1,058,732
+145,581
2682
$15.7M ﹤0.01%
969,488
-383,968
2683
$15.7M ﹤0.01%
374,958
+163,292
2684
$15.7M ﹤0.01%
1,670,010
-8,923,965
2685
$15.7M ﹤0.01%
110,084
-8,115
2686
$15.6M ﹤0.01%
372,652
-130,983
2687
$15.6M ﹤0.01%
648,502
+325,921
2688
$15.6M ﹤0.01%
239,445
-5,670
2689
$15.6M ﹤0.01%
273,166
+120,933
2690
$15.6M ﹤0.01%
211,789
+51,554
2691
$15.5M ﹤0.01%
3,614,549
-3,825,889
2692
$15.5M ﹤0.01%
743,554
+136,542
2693
$15.5M ﹤0.01%
1,049,900
+180,459
2694
$15.5M ﹤0.01%
466,029
+13,569
2695
$15.5M ﹤0.01%
1,811,981
+534,668
2696
$15.4M ﹤0.01%
1,340,580
-23,859
2697
$15.3M ﹤0.01%
987,054
-2,383
2698
$15.3M ﹤0.01%
2,365,607
+39,110
2699
$15.3M ﹤0.01%
1,454,709
+37,191
2700
$15.3M ﹤0.01%
69,487
+18,447
106 107
108
109 110