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
2826
$13.8M ﹤0.01%
284,907
+104,504
2827
$13.8M ﹤0.01%
1,351,380
+208,747
2828
$13.8M ﹤0.01%
467,873
+39,404
2829
$13.7M ﹤0.01%
526,952
+131,669
2830
$13.7M ﹤0.01%
252,438
-2,622
2831
$13.7M ﹤0.01%
180,854
+22,023
2832
$13.7M ﹤0.01%
765,743
-16,097
2833
$13.7M ﹤0.01%
861,738
-10,891
2834
$13.7M ﹤0.01%
788,380
-6,652
2835
$13.7M ﹤0.01%
904,866
+180,003
2836
$13.7M ﹤0.01%
357,593
+150,593
2837
$13.7M ﹤0.01%
167,360
-40,488
2838
$13.7M ﹤0.01%
591,695
-458,467
2839
$13.6M ﹤0.01%
491,888
-35,485
2840
$13.6M ﹤0.01%
306,421
+14,854
2841
$13.6M ﹤0.01%
1,173,411
-269,377
2842
$13.6M ﹤0.01%
684,600
-126,101
2843
$13.6M ﹤0.01%
1,843,457
+15,477
2844
$13.6M ﹤0.01%
1,324,513
+232,672
2845
$13.6M ﹤0.01%
473,685
-223,434
2846
$13.6M ﹤0.01%
550,179
+111,299
2847
$13.6M ﹤0.01%
850,613
-73,447
2848
$13.6M ﹤0.01%
567,741
+71,078
2849
$13.5M ﹤0.01%
584,856
+66,276
2850
$13.5M ﹤0.01%
236,220
+30,645
112 113
114
115 116