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
626
$237M 0.03%
2,889,852
+2,867,265
627
$236M 0.03%
3,184,182
+201,552
628
$235M 0.03%
5,675,407
-474,630
629
$235M 0.03%
4,059,403
-354,048
630
$235M 0.03%
3,467,719
+669,787
631
$234M 0.03%
7,500,786
-206,429
632
$234M 0.03%
1,508,454
-64,930
633
$233M 0.03%
4,263,395
+109,701
634
$233M 0.03%
2,084,804
+50,986
635
$232M 0.02%
2,121,399
+75,749
636
$232M 0.02%
2,981,576
-576,847
637
$232M 0.02%
7,866,651
-540,558
638
$232M 0.02%
1,536,949
-172,753
639
$231M 0.02%
2,120,014
+618,630
640
$230M 0.02%
2,314,070
-137,357
641
$230M 0.02%
6,064,918
+1,029,979
642
$229M 0.02%
693,667
+176,158
643
$228M 0.02%
4,485,277
+2,205,844
644
$228M 0.02%
4,198,218
-159,874
645
$226M 0.02%
2,884,463
-95,126
646
$225M 0.02%
4,919,087
+36,655
647
$223M 0.02%
1,019,752
+4,491
648
$223M 0.02%
2,300,019
+715,585
649
$223M 0.02%
3,588,507
+1,818,746
650
$223M 0.02%
1,416,803
-115,022
24 25
26
27 28