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
326
$537M 0.06%
8,900,043
-552,897
327
$536M 0.06%
17,964,798
-1,785,832
328
$528M 0.06%
13,022,319
-16,591,799
329
$528M 0.06%
17,585,608
-810,057
330
$527M 0.06%
14,365,731
-645,311
331
$525M 0.06%
9,121,232
-383,791
332
$524M 0.06%
22,409,784
+418,812
333
$524M 0.06%
3,648,115
-735,782
334
$523M 0.06%
14,497,986
-331,558
335
$520M 0.06%
1,993,020
-70,797
336
$519M 0.06%
20,028,809
-716,221
337
$517M 0.06%
3,424,979
+793,648
338
$513M 0.06%
12,730,610
+4,785,824
339
$513M 0.06%
5,458,675
-105,459
340
$512M 0.05%
4,119,177
+444,285
341
$512M 0.05%
15,801,022
+398,287
342
$511M 0.05%
10,519,840
-808,395
343
$509M 0.05%
2,401,649
-144,565
344
$509M 0.05%
9,217,432
+652,135
345
$508M 0.05%
3,495,652
-182,442
346
$507M 0.05%
8,118,773
+241,264
347
$505M 0.05%
1,862,135
-8,998
348
$498M 0.05%
11,358,688
+3,581,408
349
$497M 0.05%
5,059,105
+699,616
350
$497M 0.05%
6,552,103
-300,301
12 13
14
15 16