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
1051
$101M 0.01%
1,095,353
-230,843
1052
$101M 0.01%
3,762,845
-289,271
1053
$101M 0.01%
2,009,690
-299,948
1054
$101M 0.01%
4,418,637
-1,537,268
1055
$101M 0.01%
1,125,010
-112,119
1056
$101M 0.01%
4,562,285
-1,193,662
1057
$101M 0.01%
1,134,729
-313,950
1058
$100M 0.01%
2,287,362
-767,334
1059
$99.9M 0.01%
5,032,487
-1,153,145
1060
$99.9M 0.01%
5,160,961
-174,138
1061
$99.8M 0.01%
3,239,126
-454,342
1062
$99.7M 0.01%
11,612,305
+619,383
1063
$99.6M 0.01%
819,115
-75,503
1064
$99M 0.01%
2,655,483
+137,333
1065
$98.9M 0.01%
9,477,654
+2,065,426
1066
$98.8M 0.01%
5,060,838
-562,214
1067
$98.8M 0.01%
925,784
+18,591
1068
$98.4M 0.01%
4,884,243
+416,379
1069
$98.4M 0.01%
10,224,237
-543,827
1070
$97.8M 0.01%
623,556
-111,134
1071
$97.6M 0.01%
1,803,282
+667,884
1072
$97M 0.01%
6,444,151
+1,728,733
1073
$97M 0.01%
1,361,516
+32,322
1074
$97M 0.01%
1,224,356
-43,481
1075
$97M 0.01%
1,651,727
-212,632
41 42
43
44 45