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
3126
$10.1M ﹤0.01%
636,927
-257,778
3127
$10.1M ﹤0.01%
731,406
-137,062
3128
$10.1M ﹤0.01%
229,751
-7,485
3129
$10.1M ﹤0.01%
787,585
-36,481
3130
$10M ﹤0.01%
2,655
+81
3131
$10M ﹤0.01%
298,959
-38,267
3132
$10M ﹤0.01%
369,125
+35,143
3133
$9.99M ﹤0.01%
539,072
+92,740
3134
$9.98M ﹤0.01%
426,922
+64,552
3135
$9.97M ﹤0.01%
435,916
+65,328
3136
$9.96M ﹤0.01%
553,193
+423,921
3137
$9.93M ﹤0.01%
54,169
+16,321
3138
$9.93M ﹤0.01%
213,488
+14,328
3139
$9.92M ﹤0.01%
1,104,710
-79,067
3140
$9.92M ﹤0.01%
3,317,675
+152,677
3141
$9.85M ﹤0.01%
1,126,941
+353,697
3142
$9.84M ﹤0.01%
595,474
-9,839
3143
$9.84M ﹤0.01%
195,054
+24,960
3144
$9.83M ﹤0.01%
94,025
+27
3145
$9.82M ﹤0.01%
1,150,256
+11,864
3146
$9.82M ﹤0.01%
1,010,588
-26,024
3147
$9.81M ﹤0.01%
211,610
-3,884
3148
$9.8M ﹤0.01%
118,182
-7,486
3149
$9.8M ﹤0.01%
290,841
-39,685
3150
$9.77M ﹤0.01%
685,371
+197,166
124 125
126
127 128