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
2926
$12.4M ﹤0.01%
879,972
+388,770
2927
$12.4M ﹤0.01%
223,463
-11,771
2928
$12.4M ﹤0.01%
226,074
+21,172
2929
$12.3M ﹤0.01%
53,207
+3,539
2930
$12.3M ﹤0.01%
1,022,387
+38,747
2931
$12.3M ﹤0.01%
294,016
-16,521
2932
$12.3M ﹤0.01%
7,222,693
+1,518,209
2933
$12.3M ﹤0.01%
158,312
+27,627
2934
$12.3M ﹤0.01%
844,793
-10,548
2935
$12.3M ﹤0.01%
1,118,905
+622,439
2936
$12.3M ﹤0.01%
1,650,492
-238,897
2937
$12.2M ﹤0.01%
103,305
-908
2938
$12.2M ﹤0.01%
2,133,577
-178,344
2939
$12.2M ﹤0.01%
516,608
+58,060
2940
$12.2M ﹤0.01%
234,092
-89,820
2941
$12.2M ﹤0.01%
210,939
+44,914
2942
$12.2M ﹤0.01%
634,978
+104,512
2943
$12.2M ﹤0.01%
207,387
-12,103
2944
$12.2M ﹤0.01%
665,043
+381,648
2945
$12.2M ﹤0.01%
1,516,618
+6,783
2946
$12.2M ﹤0.01%
2,799,577
+198,528
2947
$12.1M ﹤0.01%
1,579,562
+471,352
2948
$12.1M ﹤0.01%
1,227,228
-410,933
2949
$12.1M ﹤0.01%
489,080
-20,541
2950
$12.1M ﹤0.01%
270,831
+27,066
116 117
118
119 120