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
1901
$33.8M ﹤0.01%
1,128,477
-25,646
1902
$33.8M ﹤0.01%
3,593,268
+178,374
1903
$33.7M ﹤0.01%
968,674
+131,033
1904
$33.7M ﹤0.01%
1,059,614
+933,138
1905
$33.6M ﹤0.01%
2,109,141
-216,855
1906
$33.6M ﹤0.01%
155,906
-25,771
1907
$33.6M ﹤0.01%
1,374,813
+48,033
1908
$33.5M ﹤0.01%
105,062
-6,376
1909
$33.5M ﹤0.01%
1,449,346
-91,714
1910
$33.5M ﹤0.01%
915,172
-2,123
1911
$33.5M ﹤0.01%
957,276
+151,676
1912
$33.4M ﹤0.01%
5,066,104
+3,011
1913
$33.3M ﹤0.01%
247,259
-20,961
1914
$33.3M ﹤0.01%
567,209
+62,374
1915
$33.2M ﹤0.01%
576,854
+166,863
1916
$33.1M ﹤0.01%
3,111,954
+165,439
1917
$33.1M ﹤0.01%
737,407
-14,407
1918
$33.1M ﹤0.01%
2,121,107
-680,220
1919
$33.1M ﹤0.01%
632,732
-83,609
1920
$33.1M ﹤0.01%
2,536,870
+1,040,624
1921
$33M ﹤0.01%
410,330
-127,536
1922
$33M ﹤0.01%
856,447
-494,508
1923
$32.9M ﹤0.01%
1,787,410
+320,165
1924
$32.9M ﹤0.01%
585,473
-23,752
1925
$32.8M ﹤0.01%
1,153,762
-746,999
75 76
77
78 79