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
2201
$24.4M ﹤0.01%
331,394
-25,847
2202
$24.4M ﹤0.01%
1,244,036
-68,538
2203
$24.4M ﹤0.01%
1,063,058
-36,840
2204
$24.4M ﹤0.01%
787,089
-643,194
2205
$24.4M ﹤0.01%
907,585
+177,238
2206
$24.4M ﹤0.01%
507,410
+107,222
2207
$24.4M ﹤0.01%
2,924,528
+470,842
2208
$24.3M ﹤0.01%
1,363,087
-3,673
2209
$24.3M ﹤0.01%
483,158
+38,430
2210
$24.3M ﹤0.01%
487,314
+10,471
2211
$24.2M ﹤0.01%
626,106
+35,027
2212
$24.2M ﹤0.01%
263,920
-12,379
2213
$24.2M ﹤0.01%
657,452
-807,511
2214
$24.2M ﹤0.01%
382,102
+24,292
2215
$24.1M ﹤0.01%
1,325,843
-397,255
2216
$24.1M ﹤0.01%
444,916
-34,256
2217
$24M ﹤0.01%
3,155,684
+1,723,950
2218
$24M ﹤0.01%
226,406
-576
2219
$23.9M ﹤0.01%
532,327
+66,798
2220
$23.9M ﹤0.01%
614,601
-1,686
2221
$23.9M ﹤0.01%
583,072
-57,363
2222
$23.9M ﹤0.01%
1,185,182
+123,989
2223
$23.8M ﹤0.01%
388,967
+69,792
2224
$23.8M ﹤0.01%
189,081
+34,134
2225
$23.8M ﹤0.01%
719,574
-489,381
87 88
89
90 91