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
1676
$43.2M ﹤0.01%
1,603,274
-24,885
1677
$43.2M ﹤0.01%
18,605,143
+4,522,518
1678
$43.1M ﹤0.01%
462,373
-6,417
1679
$43.1M ﹤0.01%
1,691,507
+32,209
1680
$43.1M ﹤0.01%
4,869,588
-1,424,405
1681
$42.9M ﹤0.01%
1,779,008
-145,947
1682
$42.9M ﹤0.01%
1,195,132
-96,810
1683
$42.9M ﹤0.01%
3,662,894
+130,697
1684
$42.8M ﹤0.01%
1,324,964
+70,292
1685
$42.8M ﹤0.01%
351,462
-8,820
1686
$42.8M ﹤0.01%
1,120,915
-979
1687
$42.8M ﹤0.01%
1,011,935
+321,737
1688
$42.8M ﹤0.01%
1,976,877
+149,747
1689
$42.7M ﹤0.01%
4,901,696
+7,017
1690
$42.7M ﹤0.01%
2,879,129
+698,439
1691
$42.7M ﹤0.01%
2,606,521
+2,018,327
1692
$42.7M ﹤0.01%
242,017
-42,621
1693
$42.6M ﹤0.01%
1,684,744
-105,533
1694
$42.5M ﹤0.01%
751,441
-55,583
1695
$42.5M ﹤0.01%
181,417
+50,627
1696
$42.2M ﹤0.01%
1,232,329
-10,753
1697
$42.2M ﹤0.01%
540,621
-34,312
1698
$42.1M ﹤0.01%
6,414,429
-116,414
1699
$42.1M ﹤0.01%
369,523
+3,358
1700
$42M ﹤0.01%
952,981
-85,525
66 67
68
69 70