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
2251
$23.3M ﹤0.01%
1,036,267
+105,695
2252
$23.2M ﹤0.01%
543,815
-26,066
2253
$23.2M ﹤0.01%
593,098
-38,367
2254
$23.2M ﹤0.01%
791,602
+399,954
2255
$23.2M ﹤0.01%
350,689
+1,727
2256
$23.2M ﹤0.01%
1,554,218
-2,037
2257
$23.2M ﹤0.01%
447,916
-389,532
2258
$23.2M ﹤0.01%
355,847
+88,099
2259
$23.1M ﹤0.01%
298,122
+14,793
2260
$23.1M ﹤0.01%
1,093,844
+944,475
2261
$23.1M ﹤0.01%
3,723,364
+50,059
2262
$23.1M ﹤0.01%
2,147,162
+82,383
2263
$23.1M ﹤0.01%
1,580,921
-134,407
2264
$23M ﹤0.01%
74,889
-15,185
2265
$23M ﹤0.01%
209,399
-67,622
2266
$23M ﹤0.01%
486,108
+115,168
2267
$23M ﹤0.01%
312,532
+1,548
2268
$23M ﹤0.01%
198,476
-538
2269
$23M ﹤0.01%
408,075
-11,548
2270
$23M ﹤0.01%
2,490,052
+61,358
2271
$23M ﹤0.01%
2,215,577
+148,064
2272
$23M ﹤0.01%
813,428
+377,647
2273
$23M ﹤0.01%
1,075,058
+525,172
2274
$23M ﹤0.01%
1,095,669
+54,104
2275
$23M ﹤0.01%
1,276,442
+398,237
89 90
91
92 93