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
851
$144M 0.02%
2,016,333
+6,933
852
$144M 0.02%
1,378,267
+35,332
853
$144M 0.02%
2,950,525
-998,633
854
$144M 0.02%
2,967,122
-484,601
855
$144M 0.02%
1,318,536
-211,969
856
$143M 0.02%
3,635,360
+268,631
857
$143M 0.02%
2,218,574
-511,003
858
$143M 0.02%
2,619,159
-2,650,717
859
$143M 0.02%
2,661,796
-973,068
860
$142M 0.02%
12,206,979
+12,050
861
$142M 0.02%
1,723,736
+705,637
862
$141M 0.02%
698,418
+3,993
863
$141M 0.02%
2,791,427
+44,619
864
$141M 0.02%
4,183,709
+798,659
865
$140M 0.02%
6,120,938
+944,278
866
$140M 0.02%
7,288,676
-33,179
867
$140M 0.02%
3,673,409
-836,205
868
$140M 0.02%
1,399,632
+14,774
869
$140M 0.02%
982,172
-36,735
870
$139M 0.01%
720,476
-24,932
871
$139M 0.01%
7,498,563
-922,402
872
$139M 0.01%
3,396,144
-54,370
873
$139M 0.01%
1,038,707
+83,533
874
$139M 0.01%
2,047,977
-115,993
875
$139M 0.01%
684,276
-43,876
33 34
35
36 37