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
3076
$10.7M ﹤0.01%
279,329
-51,869
3077
$10.7M ﹤0.01%
261,995
+25,834
3078
$10.7M ﹤0.01%
1,477,453
+206,927
3079
$10.6M ﹤0.01%
664,583
+31,026
3080
$10.6M ﹤0.01%
342,895
-111
3081
$10.6M ﹤0.01%
163,106
-135,457
3082
$10.6M ﹤0.01%
166,402
+15,070
3083
$10.6M ﹤0.01%
1,167,561
+1,018,583
3084
$10.6M ﹤0.01%
297,789
+47,310
3085
$10.6M ﹤0.01%
425,638
-34,447
3086
$10.6M ﹤0.01%
274,096
+122,323
3087
$10.5M ﹤0.01%
416,714
+233,531
3088
$10.5M ﹤0.01%
652,916
+500,328
3089
$10.5M ﹤0.01%
734,384
+39,443
3090
$10.5M ﹤0.01%
2,258,016
+69,423
3091
$10.4M ﹤0.01%
748,842
+32,078
3092
$10.4M ﹤0.01%
687,970
+169,618
3093
$10.4M ﹤0.01%
1,953,453
+90,068
3094
$10.4M ﹤0.01%
269,490
-51,586
3095
$10.4M ﹤0.01%
1,243,852
+1,180,364
3096
$10.4M ﹤0.01%
470,661
+14,407
3097
$10.4M ﹤0.01%
340,882
+255,761
3098
$10.4M ﹤0.01%
337,330
-10,337
3099
$10.3M ﹤0.01%
906,535
+77,274
3100
$10.3M ﹤0.01%
831,547
+597,276
122 123
124
125 126