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
2401
$20.2M ﹤0.01%
369,912
+71,557
2402
$20.2M ﹤0.01%
268,097
-58,101
2403
$20.1M ﹤0.01%
514,727
+201,111
2404
$20.1M ﹤0.01%
362,979
-2,109
2405
$20.1M ﹤0.01%
1,071,947
+470,401
2406
$20.1M ﹤0.01%
950,830
+920,669
2407
$20.1M ﹤0.01%
434,879
-78,907
2408
$20.1M ﹤0.01%
893,870
+201,666
2409
$20.1M ﹤0.01%
527,777
+45,421
2410
$20.1M ﹤0.01%
5,274,161
+37,876
2411
$20.1M ﹤0.01%
2,526,175
+1,125,166
2412
$20.1M ﹤0.01%
875,354
-61,968
2413
$20.1M ﹤0.01%
1,177,424
+106,802
2414
$20.1M ﹤0.01%
949,935
+6,424
2415
$20.1M ﹤0.01%
445,954
+63,077
2416
$20.1M ﹤0.01%
1,613,397
+117,243
2417
$20M ﹤0.01%
280,202
-21,512
2418
$20M ﹤0.01%
1,022,091
+32,815
2419
$20M ﹤0.01%
549,691
+53,250
2420
$20M ﹤0.01%
313,046
-14,586
2421
$20M ﹤0.01%
595,876
+476,662
2422
$20M ﹤0.01%
+400,000
2423
$20M ﹤0.01%
6,879,493
+3,148,090
2424
$19.9M ﹤0.01%
860,633
+112,800
2425
$19.9M ﹤0.01%
1,215,944
-80,768
95 96
97
98 99