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
2976
$11.9M ﹤0.01%
1,288,433
+342,971
2977
$11.9M ﹤0.01%
270,594
-954
2978
$11.8M ﹤0.01%
641,204
+65,255
2979
$11.8M ﹤0.01%
281,447
-42,896
2980
$11.8M ﹤0.01%
143,632
-7,854
2981
$11.8M ﹤0.01%
90,787
+2,964
2982
$11.8M ﹤0.01%
61,753
-2,627
2983
$11.7M ﹤0.01%
475,687
+5,822
2984
$11.7M ﹤0.01%
1,179,963
+864,713
2985
$11.7M ﹤0.01%
538,383
+55,990
2986
$11.7M ﹤0.01%
72,150
-2,837
2987
$11.7M ﹤0.01%
1,038,353
-325,243
2988
$11.7M ﹤0.01%
608,480
-65,065
2989
$11.7M ﹤0.01%
968,776
-24,527
2990
$11.7M ﹤0.01%
281,088
+63,000
2991
$11.6M ﹤0.01%
348,003
+94,889
2992
$11.6M ﹤0.01%
994,887
-321,530
2993
$11.6M ﹤0.01%
560,404
-7,947
2994
$11.6M ﹤0.01%
260,543
+766
2995
$11.6M ﹤0.01%
338,570
-35,211
2996
$11.6M ﹤0.01%
207,800
+2,289
2997
$11.6M ﹤0.01%
1,038,379
+67,123
2998
$11.6M ﹤0.01%
112,862
-41,804
2999
$11.5M ﹤0.01%
195,545
-54,670
3000
$11.5M ﹤0.01%
1,068,688
+26,194
118 119
120
121 122