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
1626
$45.5M ﹤0.01%
465,505
+45,855
1627
$45.5M ﹤0.01%
1,956,930
-183,017
1628
$45.4M ﹤0.01%
3,809,346
-723,947
1629
$45.4M ﹤0.01%
1,496,483
+419,516
1630
$45.4M ﹤0.01%
2,399,016
-98,496
1631
$45.3M ﹤0.01%
1,874,178
-19,729
1632
$45.2M ﹤0.01%
4,653,609
-689,732
1633
$45.2M ﹤0.01%
351,601
-49,256
1634
$45.2M ﹤0.01%
782,210
+3,972
1635
$45.2M ﹤0.01%
1,273,084
+436,399
1636
$45M ﹤0.01%
1,417,856
+680,500
1637
$45M ﹤0.01%
257,571
-6,164
1638
$44.9M ﹤0.01%
318,380
-39,322
1639
$44.9M ﹤0.01%
542,642
+40,713
1640
$44.8M ﹤0.01%
315,485
-2,147
1641
$44.8M ﹤0.01%
4,712,301
-90,016
1642
$44.7M ﹤0.01%
318,309
+109,051
1643
$44.7M ﹤0.01%
708,965
-46,840
1644
$44.7M ﹤0.01%
1,715,017
+317,974
1645
$44.5M ﹤0.01%
1,326,273
-64,796
1646
$44.5M ﹤0.01%
4,005,267
+899,376
1647
$44.5M ﹤0.01%
783,814
-24,348
1648
$44.4M ﹤0.01%
717,495
-47,274
1649
$44.4M ﹤0.01%
794,742
+85,797
1650
$44.3M ﹤0.01%
211,668
+124,671
64 65
66
67 68