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
1876
$34.9M ﹤0.01%
3,225,741
+542,853
1877
$34.9M ﹤0.01%
665,538
+178,340
1878
$34.8M ﹤0.01%
3,177,396
+176,806
1879
$34.8M ﹤0.01%
947,692
+120,777
1880
$34.8M ﹤0.01%
3,142,102
+3,201
1881
$34.8M ﹤0.01%
1,544,213
-957,125
1882
$34.7M ﹤0.01%
1,399,034
+222,747
1883
$34.6M ﹤0.01%
5,913,727
+1,603,216
1884
$34.6M ﹤0.01%
2,528,830
-116,570
1885
$34.5M ﹤0.01%
666,626
-66,597
1886
$34.5M ﹤0.01%
850,135
-219,379
1887
$34.5M ﹤0.01%
479,494
-42,680
1888
$34.4M ﹤0.01%
3,022,995
+138,880
1889
$34.4M ﹤0.01%
2,239,047
-167,935
1890
$34.4M ﹤0.01%
960,412
+247,671
1891
$34.3M ﹤0.01%
544,006
-54,081
1892
$34.3M ﹤0.01%
780,531
-46,737
1893
$34.2M ﹤0.01%
350,267
+107,120
1894
$34.2M ﹤0.01%
3,978,105
-44,285
1895
$34M ﹤0.01%
1,274,963
-263,443
1896
$33.9M ﹤0.01%
1,076,371
+28,720
1897
$33.9M ﹤0.01%
679,631
+78,544
1898
$33.9M ﹤0.01%
4,098,492
+436,687
1899
$33.9M ﹤0.01%
649,231
-81,823
1900
$33.8M ﹤0.01%
2,579,690
-360,207
74 75
76
77 78