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 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 19.31%
2 Healthcare 10.85%
3 Financials 9.91%
4 Consumer Discretionary 8.38%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7601
– –
-347,939
7602
– –
-1,265,266
7603
– –
-8,109
7604
– –
-27,204
7605
– –
-573
7606
– –
-1,105,890
7607
– –
-517,825
7608
– –
-1,022,825
7609
– –
-550,077
7610
– –
-134,258
7611
– –
-295,524
7612
– –
-167,226
7613
– –
-2,071
7614
– –
-6,900
7615
– –
-286,292
7616
– –
-1
7617
– –
-1
7618
– –
-22,768
7619
– –
-10,915
7620
– –
-2,500
7621
– –
-7,746,769
7622
– –
-2,638
7623
– –
-551
7624
– –
-115,931
7625
– –
-4,361
303 304
305
306 307