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
601
$260M 0.03%
7,987,134
+1,586,583
602
$259M 0.03%
8,971,346
-15,376
603
$259M 0.03%
11,688,348
+1,995,776
604
$257M 0.03%
4,863,397
-200,230
605
$257M 0.03%
16,998,605
-1,596,867
606
$256M 0.03%
3,775,542
+1,314,622
607
$254M 0.03%
1,228,798
-56,341
608
$254M 0.03%
6,662,765
-960,929
609
$254M 0.03%
2,078,460
-479,273
610
$254M 0.03%
4,893,561
+3,522,449
611
$254M 0.03%
1,286,433
-247,504
612
$253M 0.03%
3,726,889
+141,692
613
$252M 0.03%
4,072,710
+268,376
614
$252M 0.03%
1,783,027
-108,465
615
$252M 0.03%
709,891
-27,930
616
$250M 0.03%
7,319,830
+2,001,545
617
$249M 0.03%
4,932,033
-1,187,207
618
$248M 0.03%
714,937
-36,405
619
$247M 0.03%
1,698,068
-412
620
$247M 0.03%
2,442,432
-1,307
621
$247M 0.03%
1,230,815
-159,825
622
$246M 0.03%
1,771,521
-573,874
623
$243M 0.03%
2,123,269
+594,040
624
$241M 0.03%
2,046,636
-296,264
625
$239M 0.03%
9,964,472
-415,524
23 24
25
26 27