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
2776
$14.4M ﹤0.01%
329,239
+6,746
2777
$14.4M ﹤0.01%
1,033,800
-146,409
2778
$14.4M ﹤0.01%
5,488,128
+2,879,341
2779
$14.4M ﹤0.01%
358,410
+50,063
2780
$14.4M ﹤0.01%
781,659
+64,360
2781
$14.3M ﹤0.01%
780,147
-31,888
2782
$14.3M ﹤0.01%
571,564
-5,146
2783
$14.3M ﹤0.01%
1,609,333
+712
2784
$14.3M ﹤0.01%
1,471,335
-583,903
2785
$14.3M ﹤0.01%
114,908
-6,866
2786
$14.3M ﹤0.01%
423,832
+71,389
2787
$14.3M ﹤0.01%
133,218
+50,275
2788
$14.3M ﹤0.01%
157,162
+6,813
2789
$14.3M ﹤0.01%
1,809,708
-230,627
2790
$14.3M ﹤0.01%
1,325,822
+720,278
2791
$14.2M ﹤0.01%
557,667
+58,203
2792
$14.2M ﹤0.01%
511,751
+658
2793
$14.2M ﹤0.01%
134,859
-9,342
2794
$14.2M ﹤0.01%
936,538
-135,657
2795
$14.2M ﹤0.01%
96,772
+1,999
2796
$14.2M ﹤0.01%
823,646
+245,207
2797
$14.2M ﹤0.01%
334,022
-156,108
2798
$14.2M ﹤0.01%
905,527
+79,138
2799
$14.2M ﹤0.01%
324,280
+18,574
2800
$14.2M ﹤0.01%
245,334
+89,651
110 111
112
113 114