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
3026
$11.3M ﹤0.01%
237,980
-59,024
3027
$11.3M ﹤0.01%
444,640
+16,572
3028
$11.3M ﹤0.01%
168,449
+1,867
3029
$11.2M ﹤0.01%
132,803
-24,355
3030
$11.2M ﹤0.01%
2,373,158
+123,589
3031
$11.2M ﹤0.01%
810,403
+24,043
3032
$11.2M ﹤0.01%
1,119,793
-123,928
3033
$11.2M ﹤0.01%
280,863
-125,035
3034
$11.2M ﹤0.01%
962,363
-32,489
3035
$11.2M ﹤0.01%
350,906
+28,168
3036
$11.2M ﹤0.01%
154,775
-72,438
3037
$11.2M ﹤0.01%
1,056,642
+636,018
3038
$11.2M ﹤0.01%
548,387
-24,180
3039
$11.1M ﹤0.01%
335,211
+80,150
3040
$11.1M ﹤0.01%
159,095
+39,390
3041
$11.1M ﹤0.01%
651,994
-40,238
3042
$11M ﹤0.01%
113,758
+5,363
3043
$11M ﹤0.01%
433,134
+97,832
3044
$11M ﹤0.01%
2,149,971
+38,470
3045
$11M ﹤0.01%
428,552
-11,925
3046
$11M ﹤0.01%
626,496
-41,890
3047
$10.9M ﹤0.01%
330,009
-18,749
3048
$10.9M ﹤0.01%
225,890
-71,775
3049
$10.9M ﹤0.01%
1,088,484
-22,592
3050
$10.9M ﹤0.01%
489,082
+83,666
120 121
122
123 124