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
2076
$28M ﹤0.01%
2,879,978
+1,280,347
2077
$28M ﹤0.01%
1,292,423
-180,753
2078
$28M ﹤0.01%
171,364
+4,973
2079
$27.9M ﹤0.01%
613,382
+18,407
2080
$27.9M ﹤0.01%
3,490,299
+33,370
2081
$27.9M ﹤0.01%
409,865
-7,425
2082
$27.8M ﹤0.01%
671,140
-394,935
2083
$27.8M ﹤0.01%
446,273
-101,689
2084
$27.7M ﹤0.01%
319,552
+53,243
2085
$27.7M ﹤0.01%
2,422,531
-98,784
2086
$27.7M ﹤0.01%
2,247,351
+69,140
2087
$27.7M ﹤0.01%
604,804
+86,292
2088
$27.7M ﹤0.01%
1,247,729
-1,808
2089
$27.6M ﹤0.01%
555,276
+80,078
2090
$27.6M ﹤0.01%
447,772
-29,484
2091
$27.6M ﹤0.01%
416,820
-130,163
2092
$27.6M ﹤0.01%
880,564
-24,856
2093
$27.5M ﹤0.01%
667,403
+333,900
2094
$27.5M ﹤0.01%
976,688
+203,876
2095
$27.5M ﹤0.01%
345,324
+28,744
2096
$27.5M ﹤0.01%
413,415
-62,408
2097
$27.4M ﹤0.01%
788,846
-141,429
2098
$27.3M ﹤0.01%
501,461
+36,333
2099
$27.3M ﹤0.01%
603,044
+71,405
2100
$27.3M ﹤0.01%
295,920
-939,002
82 83
84
85 86