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
2301
$22.4M ﹤0.01%
1,303,290
+148,660
2302
$22.3M ﹤0.01%
519,791
+116,897
2303
$22.3M ﹤0.01%
1,028,365
-174,795
2304
$22.3M ﹤0.01%
362,582
-3,530
2305
$22.3M ﹤0.01%
1,048,351
+90,720
2306
$22.3M ﹤0.01%
2,255,781
+378,814
2307
$22.2M ﹤0.01%
633,295
+215,793
2308
$22.2M ﹤0.01%
3,504,117
-7,376
2309
$22.2M ﹤0.01%
383,994
+64,065
2310
$22.2M ﹤0.01%
2,322,131
-178,329
2311
$22.1M ﹤0.01%
576,385
-5,452
2312
$22.1M ﹤0.01%
1,515,717
+9,521
2313
$22.1M ﹤0.01%
243,061
-490,671
2314
$22.1M ﹤0.01%
2,040,344
+111,859
2315
$22.1M ﹤0.01%
493,364
+85,492
2316
$22M ﹤0.01%
193,148
-32,646
2317
$22M ﹤0.01%
1,937,795
+12,873
2318
$21.9M ﹤0.01%
963,345
+185,617
2319
$21.9M ﹤0.01%
446,938
-170,493
2320
$21.9M ﹤0.01%
924,555
+37,331
2321
$21.9M ﹤0.01%
346,412
+44,945
2322
$21.9M ﹤0.01%
675,144
-11,166
2323
$21.9M ﹤0.01%
482,198
+100,571
2324
$21.8M ﹤0.01%
477,272
+211,746
2325
$21.8M ﹤0.01%
272,197
+200,474
91 92
93
94 95