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
726
$187M 0.02%
5,317,532
-100,944
727
$187M 0.02%
1,636,420
-130,977
728
$187M 0.02%
4,322,408
-313,719
729
$186M 0.02%
23,819,252
-50,049
730
$185M 0.02%
7,538,557
-977,996
731
$184M 0.02%
4,367,601
-84,408
732
$183M 0.02%
5,315,767
+175,559
733
$183M 0.02%
16,500,909
-1,338,445
734
$183M 0.02%
3,389,582
-229,154
735
$182M 0.02%
1,310,076
-180,882
736
$182M 0.02%
5,301,521
-14,749
737
$181M 0.02%
596,302
+186,110
738
$181M 0.02%
2,091,842
-575,023
739
$180M 0.02%
11,309,623
-1,935,947
740
$180M 0.02%
6,420,019
+1,126,695
741
$178M 0.02%
1,030,268
+120,875
742
$178M 0.02%
16,897,043
+1,532,772
743
$177M 0.02%
2,176,315
-161,575
744
$177M 0.02%
1,319,898
+9,405
745
$177M 0.02%
4,897,868
-941,401
746
$176M 0.02%
1,251,888
+54,909
747
$176M 0.02%
1,492,650
-79,749
748
$175M 0.02%
2,825,442
-92,864
749
$174M 0.02%
10,764,249
+1,126,633
750
$174M 0.02%
1,865,624
-412,648
28 29
30
31 32