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
2326
$21.8M ﹤0.01%
529,088
+83,885
2327
$21.8M ﹤0.01%
996,784
-111,287
2328
$21.7M ﹤0.01%
1,251,352
-19,386
2329
$21.7M ﹤0.01%
247,664
+26,116
2330
$21.7M ﹤0.01%
538,916
+52,740
2331
$21.7M ﹤0.01%
531,331
+91,961
2332
$21.7M ﹤0.01%
1,756,481
+386,065
2333
$21.6M ﹤0.01%
359,628
-17,820
2334
$21.6M ﹤0.01%
4,120,237
+576,507
2335
$21.6M ﹤0.01%
1,392,666
+142,340
2336
$21.6M ﹤0.01%
503,532
-27,938
2337
$21.6M ﹤0.01%
402,980
+66,110
2338
$21.5M ﹤0.01%
1,175,350
-13,845
2339
$21.5M ﹤0.01%
221,888
+10,092
2340
$21.4M ﹤0.01%
436,238
+98,154
2341
$21.4M ﹤0.01%
410,694
+52,060
2342
$21.4M ﹤0.01%
398,101
-57,931
2343
$21.4M ﹤0.01%
2,014,204
-226,003
2344
$21.3M ﹤0.01%
2,613,553
-1,988,284
2345
$21.3M ﹤0.01%
713,656
+2,386
2346
$21.3M ﹤0.01%
462,933
-11,774
2347
$21.3M ﹤0.01%
535,568
-15,425
2348
$21.3M ﹤0.01%
2,013,663
+8,127
2349
$21.3M ﹤0.01%
470,526
-37,267
2350
$21.3M ﹤0.01%
887,446
+107,803
92 93
94
95 96