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
2801
$14.2M ﹤0.01%
584,168
+81,566
2802
$14.1M ﹤0.01%
723,051
+311,856
2803
$14.1M ﹤0.01%
358,010
+132,525
2804
$14.1M ﹤0.01%
1,142,372
-250,074
2805
$14.1M ﹤0.01%
2,229,605
-264,602
2806
$14.1M ﹤0.01%
1,181,043
+123,246
2807
$14.1M ﹤0.01%
147,817
+9,588
2808
$14.1M ﹤0.01%
349,915
+32,552
2809
$14.1M ﹤0.01%
433,722
+61,690
2810
$14.1M ﹤0.01%
352,920
+73,301
2811
$14.1M ﹤0.01%
1,498,081
-10,189
2812
$14.1M ﹤0.01%
918,108
-92,168
2813
$14M ﹤0.01%
352,087
-18,257
2814
$14M ﹤0.01%
651,724
+205,146
2815
$14M ﹤0.01%
542,058
-101,466
2816
$14M ﹤0.01%
1,928,044
-1,455
2817
$14M ﹤0.01%
875,897
-43,252
2818
$13.9M ﹤0.01%
195,147
-4,549
2819
$13.9M ﹤0.01%
598,858
-578,970
2820
$13.9M ﹤0.01%
147,647
+29,480
2821
$13.9M ﹤0.01%
760,996
+294,250
2822
$13.9M ﹤0.01%
1,126,384
-58,552
2823
$13.9M ﹤0.01%
920,788
-93,321
2824
$13.9M ﹤0.01%
1,389,035
+50,940
2825
$13.8M ﹤0.01%
1,702,715
+106,490
111 112
113
114 115