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
2151
$26M ﹤0.01%
623,203
+303,678
2152
$25.9M ﹤0.01%
630,364
+96,767
2153
$25.9M ﹤0.01%
2,170,051
+535,114
2154
$25.8M ﹤0.01%
371,646
-25,415
2155
$25.8M ﹤0.01%
498,588
+27,800
2156
$25.8M ﹤0.01%
2,196,211
-45,021
2157
$25.8M ﹤0.01%
1,835,244
+577,966
2158
$25.7M ﹤0.01%
387,264
+162,586
2159
$25.7M ﹤0.01%
2,465,037
+1,289,455
2160
$25.7M ﹤0.01%
36,568
-13,881
2161
$25.7M ﹤0.01%
1,833,789
-437,078
2162
$25.6M ﹤0.01%
246,593
-219,322
2163
$25.6M ﹤0.01%
2,459,312
+114,803
2164
$25.6M ﹤0.01%
641,291
-1,102,029
2165
$25.5M ﹤0.01%
186,264
-69,842
2166
$25.5M ﹤0.01%
771,101
-643,947
2167
$25.4M ﹤0.01%
494,029
+110,687
2168
$25.4M ﹤0.01%
3,491,930
+626,989
2169
$25.4M ﹤0.01%
1,014,848
-636,290
2170
$25.4M ﹤0.01%
58,212
+14,486
2171
$25.4M ﹤0.01%
1,187,034
-162,600
2172
$25.4M ﹤0.01%
345,790
+107,543
2173
$25.3M ﹤0.01%
1,076,853
-1,298,886
2174
$25.3M ﹤0.01%
321,500
+7,565
2175
$25.3M ﹤0.01%
1,849,904
-408,221
85 86
87
88 89