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
3051
$10.9M ﹤0.01%
161,549
-27,293
3052
$10.9M ﹤0.01%
282,047
-57,323
3053
$10.9M ﹤0.01%
1,342,408
-84,230
3054
$10.9M ﹤0.01%
586,485
+30,433
3055
$10.9M ﹤0.01%
1,051,337
-4,116
3056
$10.9M ﹤0.01%
1,571,374
+150,178
3057
$10.9M ﹤0.01%
2,429,801
+69,805
3058
$10.9M ﹤0.01%
397,292
+85,706
3059
$10.8M ﹤0.01%
93,413
+8,936
3060
$10.8M ﹤0.01%
419,687
-3,699
3061
$10.8M ﹤0.01%
469,383
-304,941
3062
$10.8M ﹤0.01%
148,778
-361,387
3063
$10.8M ﹤0.01%
628,991
-74,005
3064
$10.8M ﹤0.01%
2,358,368
+230,355
3065
$10.8M ﹤0.01%
321,875
-28,353
3066
$10.8M ﹤0.01%
973,165
+182,336
3067
$10.8M ﹤0.01%
209,209
-11,589
3068
$10.8M ﹤0.01%
428,671
-13,386
3069
$10.8M ﹤0.01%
314,384
+2,529
3070
$10.8M ﹤0.01%
773,239
-159,206
3071
$10.7M ﹤0.01%
185,457
-5,806
3072
$10.7M ﹤0.01%
999,297
-41,204
3073
$10.7M ﹤0.01%
911,835
-229,154
3074
$10.7M ﹤0.01%
822,045
+418,803
3075
$10.7M ﹤0.01%
375,375
-54,874
121 122
123
124 125