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
1826
$37M ﹤0.01%
2,124,220
+303,463
1827
$36.9M ﹤0.01%
468,660
+142,312
1828
$36.9M ﹤0.01%
1,720,443
+188,408
1829
$36.9M ﹤0.01%
4,614,991
-96,149
1830
$36.8M ﹤0.01%
773,581
+11,831
1831
$36.7M ﹤0.01%
1,559,891
+836,657
1832
$36.7M ﹤0.01%
178,501
+8,202
1833
$36.7M ﹤0.01%
188,145
+18,498
1834
$36.6M ﹤0.01%
1,978,962
+175,673
1835
$36.6M ﹤0.01%
385,305
-156,523
1836
$36.5M ﹤0.01%
2,504,939
+2,421,783
1837
$36.5M ﹤0.01%
1,303,500
-114,730
1838
$36.5M ﹤0.01%
912,409
+118,749
1839
$36.4M ﹤0.01%
629,628
+56,895
1840
$36.4M ﹤0.01%
571,241
+87,034
1841
$36.4M ﹤0.01%
642,379
-443,910
1842
$36.4M ﹤0.01%
690,457
-26,894
1843
$36.3M ﹤0.01%
3,069,332
-16,227
1844
$36.2M ﹤0.01%
1,101,140
-148,150
1845
$36.2M ﹤0.01%
1,455,805
-316,565
1846
$36.2M ﹤0.01%
623,149
-170,376
1847
$36.1M ﹤0.01%
1,570,510
-868,007
1848
$36M ﹤0.01%
434,905
+35,669
1849
$36M ﹤0.01%
3,168,418
+274,474
1850
$35.9M ﹤0.01%
831,571
+80,145
72 73
74
75 76