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
3151
$9.77M ﹤0.01%
521,265
-111,219
3152
$9.75M ﹤0.01%
925,358
-49,764
3153
$9.75M ﹤0.01%
295,986
-27,635
3154
$9.75M ﹤0.01%
219,699
-310,578
3155
$9.75M ﹤0.01%
333,314
+32,503
3156
$9.74M ﹤0.01%
1,188,107
-307,293
3157
$9.74M ﹤0.01%
79,114
+26,486
3158
$9.74M ﹤0.01%
138,813
+15,990
3159
$9.71M ﹤0.01%
175,911
+1,835
3160
$9.69M ﹤0.01%
849,733
+78,517
3161
$9.69M ﹤0.01%
202,468
+27,825
3162
$9.68M ﹤0.01%
214,728
-7,372
3163
$9.68M ﹤0.01%
652,309
-164,729
3164
$9.68M ﹤0.01%
739,179
-129,187
3165
$9.67M ﹤0.01%
156,846
+19,388
3166
$9.67M ﹤0.01%
289,033
+27,195
3167
$9.67M ﹤0.01%
326,322
+88,520
3168
$9.64M ﹤0.01%
800,538
+232,952
3169
$9.63M ﹤0.01%
264,113
+19,351
3170
$9.63M ﹤0.01%
1,540,383
+227,079
3171
$9.61M ﹤0.01%
189,701
+36,556
3172
$9.59M ﹤0.01%
755,423
-95,434
3173
$9.58M ﹤0.01%
507,018
+12,296
3174
$9.58M ﹤0.01%
1,098,129
-2,083,205
3175
$9.56M ﹤0.01%
852,940
-240,585