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
876
$138M 0.01%
1,024,284
-25,716
877
$138M 0.01%
2,589,126
+83,228
878
$138M 0.01%
3,599,807
-995,209
879
$137M 0.01%
8,330,583
+802,937
880
$137M 0.01%
1,898,857
+11,941
881
$137M 0.01%
6,661,850
+1,097,055
882
$137M 0.01%
512,786
+14,596
883
$137M 0.01%
933,642
-28,326
884
$137M 0.01%
4,680,832
-151,644
885
$136M 0.01%
13,911,227
-171,926
886
$136M 0.01%
2,818,483
+50,770
887
$136M 0.01%
1,998,854
+67,498
888
$135M 0.01%
1,361,427
-312,166
889
$135M 0.01%
755,937
-100,948
890
$135M 0.01%
7,176,723
+3,064,389
891
$135M 0.01%
10,800,142
-2,588,955
892
$135M 0.01%
4,218,460
-1,440,685
893
$134M 0.01%
2,009,444
+256,160
894
$134M 0.01%
2,855,307
-271,278
895
$134M 0.01%
3,913,679
+159,037
896
$134M 0.01%
2,183,529
+429,149
897
$133M 0.01%
7,531,791
+602,864
898
$133M 0.01%
310,661
+52,309
899
$133M 0.01%
1,930,615
-267,159
900
$133M 0.01%
11,553,403
+141,371
34 35
36
37 38