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
2376
$20.7M ﹤0.01%
428,752
+163,436
2377
$20.7M ﹤0.01%
2,105,310
+64,592
2378
$20.6M ﹤0.01%
+402,000
2379
$20.6M ﹤0.01%
1,485,242
-123,862
2380
$20.6M ﹤0.01%
152,703
+42,405
2381
$20.5M ﹤0.01%
1,874,429
+385,714
2382
$20.5M ﹤0.01%
289,858
-34,483
2383
$20.5M ﹤0.01%
761,204
+270,934
2384
$20.5M ﹤0.01%
805,274
-193,911
2385
$20.4M ﹤0.01%
1,014,139
-214,187
2386
$20.4M ﹤0.01%
1,229,902
-151,779
2387
$20.4M ﹤0.01%
369,608
-39,987
2388
$20.4M ﹤0.01%
1,570,360
+838,665
2389
$20.4M ﹤0.01%
774,347
+294,318
2390
$20.4M ﹤0.01%
2,532,198
+512,226
2391
$20.3M ﹤0.01%
245,598
+4,706
2392
$20.3M ﹤0.01%
2,232,817
+677,005
2393
$20.3M ﹤0.01%
533,187
-37,871
2394
$20.3M ﹤0.01%
4,043,543
-254,440
2395
$20.3M ﹤0.01%
988,121
+330,785
2396
$20.2M ﹤0.01%
1,761,935
+588,252
2397
$20.2M ﹤0.01%
581,559
+79,969
2398
$20.2M ﹤0.01%
830,963
+398,083
2399
$20.2M ﹤0.01%
+400,000
2400
$20.2M ﹤0.01%
1,076,060
-89,034
94 95
96
97 98