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
1001
$111M 0.01%
1,654,405
+187,167
1002
$111M 0.01%
1,203,554
+25,296
1003
$111M 0.01%
2,378,300
+178,517
1004
$110M 0.01%
2,377,325
+327,746
1005
$110M 0.01%
1,132,660
+49,948
1006
$110M 0.01%
1,980,559
-22,335
1007
$110M 0.01%
2,613,023
-148,178
1008
$110M 0.01%
2,239,345
+152,950
1009
$109M 0.01%
1,940,331
+1,551,443
1010
$109M 0.01%
9,611,085
-1,336,410
1011
$109M 0.01%
741,287
+9,593
1012
$109M 0.01%
389,965
+69,089
1013
$108M 0.01%
817,963
-137,952
1014
$108M 0.01%
1,001,413
-183,358
1015
$108M 0.01%
3,858,732
+57,330
1016
$108M 0.01%
737,991
+33,998
1017
$108M 0.01%
1,557,591
-174,581
1018
$108M 0.01%
275,155
-59,861
1019
$107M 0.01%
1,288,249
+20,413
1020
$107M 0.01%
5,777,432
+1,041,178
1021
$107M 0.01%
3,505,376
+448,965
1022
$107M 0.01%
538,196
+55,997
1023
$106M 0.01%
6,607,875
+1,144,853
1024
$106M 0.01%
2,011,042
+704,761
1025
$106M 0.01%
1,507,317
-16,118
39 40
41
42 43