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
301
$569M 0.06%
7,716,658
+55,376
302
$569M 0.06%
4,245,030
-119,641
303
$568M 0.06%
4,202,698
+1,226,980
304
$568M 0.06%
5,671,528
+900,828
305
$567M 0.06%
2,151,748
-77,442
306
$566M 0.06%
6,841,362
-342,452
307
$564M 0.06%
2,493,911
+293,373
308
$564M 0.06%
2,945,814
+802,670
309
$561M 0.06%
6,390,693
+686,075
310
$561M 0.06%
1,204
+31
311
$560M 0.06%
22,647,664
-3,737,893
312
$557M 0.06%
3,106,190
+60,288
313
$553M 0.06%
8,853,348
-72,848
314
$551M 0.06%
17,407,093
+189,317
315
$549M 0.06%
8,513,912
-299,044
316
$545M 0.06%
6,296,804
-715,867
317
$544M 0.06%
7,462,238
-459,916
318
$544M 0.06%
12,119,105
-105,180
319
$543M 0.06%
10,710,106
+63,780
320
$540M 0.06%
6,524,471
-64,892
321
$540M 0.06%
3,148,842
-135,851
322
$540M 0.06%
9,399,208
-92,240
323
$538M 0.06%
1,780,084
+66,027
324
$537M 0.06%
3,409,316
-133,609
325
$537M 0.06%
28,518,149
+6,683,169
11 12
13
14 15