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
3001
$11.5M ﹤0.01%
699,268
+304,168
3002
$11.5M ﹤0.01%
1,654,669
+69,718
3003
$11.5M ﹤0.01%
721,166
+116,611
3004
$11.5M ﹤0.01%
+3,067,788
3005
$11.5M ﹤0.01%
232,591
-9,219
3006
$11.5M ﹤0.01%
508,939
-29,333
3007
$11.5M ﹤0.01%
960,403
-61,396
3008
$11.5M ﹤0.01%
218,043
-87,253
3009
$11.5M ﹤0.01%
93,592
+82,555
3010
$11.5M ﹤0.01%
216,924
+5,904
3011
$11.5M ﹤0.01%
298,726
+14,193
3012
$11.5M ﹤0.01%
357,028
-1,633
3013
$11.5M ﹤0.01%
1,301,332
-106,619
3014
$11.4M ﹤0.01%
825,447
+196,898
3015
$11.4M ﹤0.01%
375,267
-89,855
3016
$11.4M ﹤0.01%
1,202,550
-239,353
3017
$11.4M ﹤0.01%
137,404
+12,734
3018
$11.4M ﹤0.01%
155,079
-29,491
3019
$11.4M ﹤0.01%
338,218
-13,390
3020
$11.4M ﹤0.01%
3,863,510
-3,144,245
3021
$11.4M ﹤0.01%
602,360
+27,272
3022
$11.4M ﹤0.01%
94,507
-10,681
3023
$11.4M ﹤0.01%
273,147
+50,021
3024
$11.4M ﹤0.01%
408,464
+78,786
3025
$11.4M ﹤0.01%
882,670
+113,320
119 120
121
122 123