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
1851
$35.9M ﹤0.01%
427,571
-37,689
1852
$35.9M ﹤0.01%
2,337,505
+626,082
1853
$35.9M ﹤0.01%
575,715
-201,763
1854
$35.8M ﹤0.01%
1,003,009
+66,300
1855
$35.8M ﹤0.01%
1,620,950
+182,995
1856
$35.8M ﹤0.01%
2,299,858
-133,546
1857
$35.8M ﹤0.01%
3,484,524
+85,902
1858
$35.8M ﹤0.01%
5,613,060
+250,033
1859
$35.8M ﹤0.01%
147,779
+38,359
1860
$35.6M ﹤0.01%
346,687
-37,658
1861
$35.5M ﹤0.01%
2,532,932
+706,814
1862
$35.4M ﹤0.01%
930,330
+108,289
1863
$35.4M ﹤0.01%
1,053,759
+269,160
1864
$35.3M ﹤0.01%
198,411
+13,202
1865
$35.3M ﹤0.01%
1,000,787
-312,838
1866
$35.2M ﹤0.01%
2,006,818
+69,407
1867
$35.2M ﹤0.01%
964,508
-442,575
1868
$35.2M ﹤0.01%
437,400
+52,072
1869
$35.2M ﹤0.01%
514,351
+65,483
1870
$35.1M ﹤0.01%
7,146,364
+2,380,187
1871
$35M ﹤0.01%
499,930
+9,867
1872
$35M ﹤0.01%
617,062
+30,870
1873
$35M ﹤0.01%
402,376
-18,626
1874
$34.9M ﹤0.01%
2,942,314
-484,682
1875
$34.9M ﹤0.01%
369,723
-38,129
73 74
75
76 77