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
3101
$10.3M ﹤0.01%
2,409,505
-894,706
3102
$10.3M ﹤0.01%
1,251,888
+768,460
3103
$10.3M ﹤0.01%
123,429
+5,167
3104
$10.3M ﹤0.01%
93,506
-12,381
3105
$10.2M ﹤0.01%
2,674,639
+1,966,110
3106
$10.2M ﹤0.01%
410,776
+203,100
3107
$10.2M ﹤0.01%
219,985
-46,341
3108
$10.2M ﹤0.01%
115,173
-23,769
3109
$10.2M ﹤0.01%
253,919
-16,745
3110
$10.2M ﹤0.01%
212,549
+23,095
3111
$10.2M ﹤0.01%
233,208
-14,033
3112
$10.2M ﹤0.01%
2,777,551
+142,136
3113
$10.2M ﹤0.01%
1,111,098
+710,386
3114
$10.2M ﹤0.01%
126,825
+60,774
3115
$10.1M ﹤0.01%
556,081
+9,732
3116
$10.1M ﹤0.01%
900,779
+437,315
3117
$10.1M ﹤0.01%
592,026
+57,674
3118
$10.1M ﹤0.01%
1,018,073
-12,455
3119
$10.1M ﹤0.01%
255,207
+154,021
3120
$10.1M ﹤0.01%
411,802
+1,109
3121
$10.1M ﹤0.01%
309,277
-45,201
3122
$10.1M ﹤0.01%
268,410
+8,916
3123
$10.1M ﹤0.01%
300,293
+104,354
3124
$10.1M ﹤0.01%
794,326
-132,196
3125
$10.1M ﹤0.01%
483,413
-40,599
123 124
125
126 127