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
776
$166M 0.02%
2,347,404
-32,160
777
$166M 0.02%
1,310,768
+10,000
778
$166M 0.02%
1,318,058
+59,483
779
$165M 0.02%
3,262,103
-48,443
780
$165M 0.02%
3,088,093
+787,436
781
$165M 0.02%
3,644,705
-116,414
782
$164M 0.02%
1,632,951
-65,240
783
$164M 0.02%
2,153,749
+258,841
784
$164M 0.02%
2,848,426
+133,873
785
$163M 0.02%
3,187,215
-920,673
786
$163M 0.02%
9,742,566
+100,579
787
$163M 0.02%
1,850,045
-164,729
788
$163M 0.02%
5,171,650
+3,822
789
$162M 0.02%
324,309
-58,101
790
$162M 0.02%
719,963
-691,724
791
$162M 0.02%
508,034
-11,921
792
$160M 0.02%
4,629,391
-363,292
793
$159M 0.02%
15,712,591
+1,669,558
794
$159M 0.02%
3,925,477
+31,424
795
$159M 0.02%
3,866,382
+688,640
796
$158M 0.02%
442,517
+11,513
797
$158M 0.02%
24,687,027
+8,361,920
798
$158M 0.02%
2,421,393
-374,175
799
$158M 0.02%
4,526,400
+2,257,354
800
$157M 0.02%
2,342,341
+203,109
30 31
32
33 34