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
2226
$23.8M ﹤0.01%
377,203
+124,651
2227
$23.8M ﹤0.01%
1,440,600
+21,675
2228
$23.8M ﹤0.01%
2,054,528
+773,836
2229
$23.8M ﹤0.01%
335,589
+194,579
2230
$23.8M ﹤0.01%
2,498,400
+8,683
2231
$23.7M ﹤0.01%
1,863,060
+1,093,578
2232
$23.7M ﹤0.01%
421,736
-78,777
2233
$23.7M ﹤0.01%
714,497
+130,802
2234
$23.7M ﹤0.01%
1,428,313
-309,090
2235
$23.7M ﹤0.01%
636,631
-78,449
2236
$23.7M ﹤0.01%
71,961
-783
2237
$23.6M ﹤0.01%
733,976
-64,820
2238
$23.6M ﹤0.01%
514,509
-88,849
2239
$23.6M ﹤0.01%
482,359
-149,289
2240
$23.6M ﹤0.01%
292,345
-11,795
2241
$23.6M ﹤0.01%
344,800
+19,062
2242
$23.5M ﹤0.01%
285,098
+21,200
2243
$23.5M ﹤0.01%
1,343,952
+24,147
2244
$23.5M ﹤0.01%
2,593,909
+577,545
2245
$23.4M ﹤0.01%
632,317
+50,691
2246
$23.4M ﹤0.01%
324,418
+81,136
2247
$23.4M ﹤0.01%
3,176,264
+2,831,760
2248
$23.4M ﹤0.01%
1,054,079
-67,405
2249
$23.4M ﹤0.01%
306,751
+10,298
2250
$23.4M ﹤0.01%
464,696
+291,050
88 89
90
91 92