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
1701
$42M ﹤0.01%
4,165,177
-899,423
1702
$42M ﹤0.01%
1,918,162
-162,778
1703
$41.9M ﹤0.01%
268,675
+171,010
1704
$41.9M ﹤0.01%
390,276
+231,910
1705
$41.8M ﹤0.01%
961,598
-12,655
1706
$41.8M ﹤0.01%
1,011,278
+629,104
1707
$41.7M ﹤0.01%
487,576
-39,358
1708
$41.7M ﹤0.01%
1,184,989
-205,843
1709
$41.7M ﹤0.01%
710,098
+99,596
1710
$41.6M ﹤0.01%
1,651,750
+200,508
1711
$41.6M ﹤0.01%
867,845
+250,170
1712
$41.4M ﹤0.01%
312,593
+14,070
1713
$41.3M ﹤0.01%
532,134
-40,232
1714
$41.2M ﹤0.01%
2,840,651
+25,963
1715
$41.2M ﹤0.01%
1,738,013
+228,147
1716
$41.2M ﹤0.01%
4,675,075
+204,767
1717
$41.2M ﹤0.01%
641,344
+39,290
1718
$41.1M ﹤0.01%
590,033
-277,239
1719
$41.1M ﹤0.01%
399,153
-11,212
1720
$41.1M ﹤0.01%
1,804,031
+667,030
1721
$41.1M ﹤0.01%
344,583
+10,916
1722
$41.1M ﹤0.01%
2,125,762
+646,202
1723
$41.1M ﹤0.01%
1,877,706
+101,225
1724
$41M ﹤0.01%
443,882
-124,510
1725
$41M ﹤0.01%
829,929
-42,417
67 68
69
70 71