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
1026
$106M 0.01%
9,515,368
-170,587
1027
$106M 0.01%
5,235,985
+1,093,453
1028
$106M 0.01%
2,115,346
-407,452
1029
$106M 0.01%
1,663,698
-581,430
1030
$105M 0.01%
1,739,825
-162
1031
$105M 0.01%
2,529,974
-2,471,873
1032
$105M 0.01%
2,068,636
+14,476
1033
$105M 0.01%
1,435,134
-74,350
1034
$105M 0.01%
4,233,533
+264,378
1035
$105M 0.01%
2,621,473
+53,668
1036
$105M 0.01%
1,714,448
-11,117
1037
$104M 0.01%
6,746,027
+634,514
1038
$104M 0.01%
9,207,346
+1,248,775
1039
$104M 0.01%
4,949,837
-66,226
1040
$104M 0.01%
2,084,081
-54,573
1041
$104M 0.01%
6,561,578
+688,192
1042
$103M 0.01%
1,282,825
+163,579
1043
$103M 0.01%
1,581,808
+222,904
1044
$103M 0.01%
707,447
-284,521
1045
$103M 0.01%
2,329,638
+120,647
1046
$103M 0.01%
1,911,503
+181,816
1047
$102M 0.01%
4,010,179
-3,585,825
1048
$102M 0.01%
2,296,011
-1,047,220
1049
$102M 0.01%
1,255,010
+22,363
1050
$101M 0.01%
5,809,669
-310,255
40 41
42
43 44