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
826
$149M 0.02%
4,145,824
-313,130
827
$149M 0.02%
3,371,421
-336,475
828
$149M 0.02%
5,154,084
+3,436,450
829
$149M 0.02%
2,490,574
+1,050,309
830
$148M 0.02%
1,832,627
-760,786
831
$148M 0.02%
2,039,165
-1,975,220
832
$148M 0.02%
1,041,232
-75,064
833
$147M 0.02%
4,683,472
+602,537
834
$147M 0.02%
2,147,177
-359,598
835
$147M 0.02%
603,491
+6,461
836
$147M 0.02%
6,846,666
+5,971,016
837
$147M 0.02%
3,008,990
+263,258
838
$146M 0.02%
1,659,360
-105,765
839
$146M 0.02%
1,641,237
-271,413
840
$146M 0.02%
3,162,117
+63,504
841
$146M 0.02%
2,064,490
-122,345
842
$146M 0.02%
894,841
-74,041
843
$146M 0.02%
2,299,128
+214,850
844
$146M 0.02%
26,149
-525
845
$145M 0.02%
5,069,659
+677,721
846
$145M 0.02%
4,785,963
-17,425
847
$145M 0.02%
2,991,071
+318,573
848
$145M 0.02%
8,314,264
-164,550
849
$144M 0.02%
3,651,934
-297,036
850
$144M 0.02%
2,172,536
-556,660
32 33
34
35 36