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
476
$355M 0.04%
2,350,078
+141,741
477
$354M 0.04%
2,943,124
-249,935
478
$354M 0.04%
3,909,222
-2,860,848
479
$352M 0.04%
10,065,881
+135,981
480
$351M 0.04%
30,970,933
+6,977,992
481
$351M 0.04%
3,169,313
-394,315
482
$351M 0.04%
2,098,563
-34,942
483
$351M 0.04%
5,545,437
+426,079
484
$348M 0.04%
7,664,985
-198,944
485
$348M 0.04%
227,561
+3,630
486
$348M 0.04%
3,460,054
+895,368
487
$348M 0.04%
3,324,238
-577,040
488
$347M 0.04%
19,821,474
-2,751,975
489
$347M 0.04%
2,957,847
+15,257
490
$347M 0.04%
2,716,506
+605,769
491
$344M 0.04%
9,688,829
+190,961
492
$343M 0.04%
14,602,748
-2,924,606
493
$343M 0.04%
7,181,740
+676,239
494
$343M 0.04%
3,797,491
-62,061
495
$341M 0.04%
10,555,852
+165,585
496
$340M 0.04%
5,447,775
+376,601
497
$340M 0.04%
4,429,342
+12,772
498
$339M 0.04%
2,018,078
+653,586
499
$338M 0.04%
4,330,741
-279,880
500
$337M 0.04%
2,664,140
-86,725
18 19
20
21 22