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
1801
$38.2M ﹤0.01%
1,032,196
+169,799
1802
$38.1M ﹤0.01%
2,722,168
-199,093
1803
$38M ﹤0.01%
4,928,755
+209,739
1804
$38M ﹤0.01%
1,083,863
-25,984
1805
$38M ﹤0.01%
2,083,477
-88,803
1806
$37.9M ﹤0.01%
598,927
+114,848
1807
$37.8M ﹤0.01%
931,772
+456,222
1808
$37.8M ﹤0.01%
874,467
+804,371
1809
$37.8M ﹤0.01%
162,531
-30,362
1810
$37.8M ﹤0.01%
425,836
+5,568
1811
$37.8M ﹤0.01%
2,339,554
-75,464
1812
$37.8M ﹤0.01%
496,642
+81,270
1813
$37.8M ﹤0.01%
993,758
-176,259
1814
$37.8M ﹤0.01%
5,172,071
1815
$37.7M ﹤0.01%
492,323
-106,928
1816
$37.7M ﹤0.01%
449,031
-74,508
1817
$37.6M ﹤0.01%
3,340,580
-5,640
1818
$37.6M ﹤0.01%
362,330
+71,523
1819
$37.5M ﹤0.01%
676,519
+255,667
1820
$37.5M ﹤0.01%
1,501,601
+4,599
1821
$37.4M ﹤0.01%
1,731,836
+488,502
1822
$37.4M ﹤0.01%
1,097,457
-83,375
1823
$37.2M ﹤0.01%
1,342,518
-137,124
1824
$37.1M ﹤0.01%
1,272,600
-100,780
1825
$37.1M ﹤0.01%
991,997
+159,429
71 72
73
74 75