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
2101
$27.2M ﹤0.01%
498,671
+142,648
2102
$27.2M ﹤0.01%
497,542
+6,117
2103
$27.2M ﹤0.01%
818,214
-458,346
2104
$27.1M ﹤0.01%
371,469
+97,744
2105
$27M ﹤0.01%
4,036,247
+250,433
2106
$27M ﹤0.01%
2,367,412
+291,619
2107
$27M ﹤0.01%
1,038,555
-45,352
2108
$27M ﹤0.01%
993,905
+42,983
2109
$26.9M ﹤0.01%
678,527
+7,047
2110
$26.9M ﹤0.01%
1,550,124
+458,838
2111
$26.9M ﹤0.01%
1,023,319
-11,997
2112
$26.9M ﹤0.01%
580,207
-21,437
2113
$26.9M ﹤0.01%
241,882
-99,817
2114
$26.9M ﹤0.01%
1,007,664
-146,758
2115
$26.8M ﹤0.01%
3,800,600
+1,549,155
2116
$26.8M ﹤0.01%
2,474,151
-138,898
2117
$26.8M ﹤0.01%
697,482
-121,178
2118
$26.7M ﹤0.01%
957,499
-65,299
2119
$26.7M ﹤0.01%
968,357
+102,089
2120
$26.7M ﹤0.01%
867,898
+133,530
2121
$26.6M ﹤0.01%
900,131
+171,701
2122
$26.6M ﹤0.01%
516,002
+71,804
2123
$26.5M ﹤0.01%
649,565
+256,361
2124
$26.5M ﹤0.01%
258,949
+28,211
2125
$26.5M ﹤0.01%
2,981,098
-250,562
83 84
85
86 87