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
2726
$15M ﹤0.01%
838,385
-82,193
2727
$14.9M ﹤0.01%
707,209
+154,264
2728
$14.9M ﹤0.01%
345,050
+37,632
2729
$14.9M ﹤0.01%
176,779
+25,838
2730
$14.9M ﹤0.01%
3,048,518
+320,389
2731
$14.9M ﹤0.01%
1,142,085
-23,800
2732
$14.9M ﹤0.01%
562,369
-22,570
2733
$14.9M ﹤0.01%
467,346
+390,830
2734
$14.9M ﹤0.01%
2,336,729
-750,765
2735
$14.9M ﹤0.01%
424,644
+282,538
2736
$14.9M ﹤0.01%
54,765
-15,489
2737
$14.8M ﹤0.01%
338,370
+15,917
2738
$14.8M ﹤0.01%
618,357
+249,484
2739
$14.8M ﹤0.01%
1,171,429
-266,863
2740
$14.8M ﹤0.01%
526,809
-121,654
2741
$14.8M ﹤0.01%
4,882,607
+4,640,713
2742
$14.8M ﹤0.01%
221,331
-21,625
2743
$14.8M ﹤0.01%
4,466,102
+1,237,766
2744
$14.7M ﹤0.01%
354,336
+43,859
2745
$14.7M ﹤0.01%
337,172
+85,314
2746
$14.7M ﹤0.01%
1,042,532
-436,132
2747
$14.7M ﹤0.01%
566,208
+177,423
2748
$14.7M ﹤0.01%
714,732
+208,217
2749
$14.7M ﹤0.01%
169,378
-62,408
2750
$14.7M ﹤0.01%
2,396,565
-427,465
108 109
110
111 112