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
2951
$12.1M ﹤0.01%
2,901,466
+64,366
2952
$12.1M ﹤0.01%
127,629
-24,583
2953
$12.1M ﹤0.01%
345,640
+606
2954
$12.1M ﹤0.01%
321,912
+246,453
2955
$12.1M ﹤0.01%
510,510
+71,096
2956
$12.1M ﹤0.01%
1,256,832
+262,631
2957
$12.1M ﹤0.01%
693,218
-31,950
2958
$12.1M ﹤0.01%
192,625
+18,782
2959
$12.1M ﹤0.01%
309,650
-44,453
2960
$12M ﹤0.01%
1,471,588
+219,474
2961
$12M ﹤0.01%
4,009,343
-291,783
2962
$12M ﹤0.01%
504,425
+103,783
2963
$12M ﹤0.01%
+330,466
2964
$12M ﹤0.01%
566,819
-526,523
2965
$12M ﹤0.01%
385,903
+41,423
2966
$12M ﹤0.01%
695,779
-175,297
2967
$11.9M ﹤0.01%
2,065,757
-606,230
2968
$11.9M ﹤0.01%
330,859
+11,911
2969
$11.9M ﹤0.01%
243,306
-8,303
2970
$11.9M ﹤0.01%
231,210
+103,389
2971
$11.9M ﹤0.01%
1,165,326
+952,227
2972
$11.9M ﹤0.01%
133,702
-44,508
2973
$11.9M ﹤0.01%
315,144
-44,166
2974
$11.9M ﹤0.01%
455,504
-216,331
2975
$11.9M ﹤0.01%
433,755
+21,658
117 118
119
120 121