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
2026
$29.4M ﹤0.01%
2,468,012
+91,593
2027
$29.4M ﹤0.01%
749,604
+45,427
2028
$29.4M ﹤0.01%
1,471,066
-508,763
2029
$29.4M ﹤0.01%
327,204
+38,872
2030
$29.3M ﹤0.01%
583,527
-25,381
2031
$29.3M ﹤0.01%
918,058
-479,964
2032
$29.3M ﹤0.01%
728,615
+186,180
2033
$29.2M ﹤0.01%
2,614,371
+463,866
2034
$29.2M ﹤0.01%
169,616
-9,743
2035
$29.2M ﹤0.01%
1,111,215
+24,646
2036
$29.2M ﹤0.01%
991,337
+117,631
2037
$29.1M ﹤0.01%
240,127
+366
2038
$29.1M ﹤0.01%
149,244
-132,116
2039
$29M ﹤0.01%
482,594
-9,450
2040
$29M ﹤0.01%
2,421,888
+1,042,200
2041
$28.9M ﹤0.01%
639,752
-50,266
2042
$28.9M ﹤0.01%
850,032
-61,911
2043
$28.9M ﹤0.01%
237,398
+53,102
2044
$28.8M ﹤0.01%
763,427
-80,954
2045
$28.8M ﹤0.01%
555,657
+348,437
2046
$28.8M ﹤0.01%
2,149,891
+350,342
2047
$28.8M ﹤0.01%
307,336
+124,847
2048
$28.8M ﹤0.01%
3,032,493
-496,681
2049
$28.8M ﹤0.01%
407,111
-19,121
2050
$28.7M ﹤0.01%
1,600,778
+176,983
80 81
82
83 84