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
2176
$25.2M ﹤0.01%
1,150,843
+352,563
2177
$25.2M ﹤0.01%
312,671
-52,683
2178
$25.2M ﹤0.01%
1,302,037
-96,225
2179
$25.1M ﹤0.01%
574,913
-74,852
2180
$25M ﹤0.01%
766,681
+48,684
2181
$25M ﹤0.01%
1,602,184
+612,268
2182
$25M ﹤0.01%
537,711
-99,125
2183
$25M ﹤0.01%
462,606
+29,673
2184
$25M ﹤0.01%
2,189,056
+163,859
2185
$25M ﹤0.01%
20,808,588
+2,536,553
2186
$25M ﹤0.01%
947,754
+216,571
2187
$24.9M ﹤0.01%
674,262
+98,385
2188
$24.9M ﹤0.01%
735,608
+398,605
2189
$24.9M ﹤0.01%
1,470,970
+530,224
2190
$24.8M ﹤0.01%
5,172,741
-2,877
2191
$24.8M ﹤0.01%
742,792
-448,349
2192
$24.7M ﹤0.01%
1,094,824
-34,321
2193
$24.7M ﹤0.01%
306,620
+118,133
2194
$24.7M ﹤0.01%
1,998,241
+384,559
2195
$24.6M ﹤0.01%
497,867
+49,997
2196
$24.6M ﹤0.01%
1,022,817
-31,253
2197
$24.6M ﹤0.01%
421,998
+35,406
2198
$24.6M ﹤0.01%
1,612,839
+1,507,728
2199
$24.6M ﹤0.01%
1,802,521
+291,309
2200
$24.4M ﹤0.01%
1,528,799
+6,438
86 87
88
89 90