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
1076
$96.9M 0.01%
4,037,160
+76,575
1077
$96.9M 0.01%
11,464,272
-3,143,517
1078
$96.9M 0.01%
971,648
-85,404
1079
$96.8M 0.01%
5,273,136
-212,828
1080
$96.7M 0.01%
885,627
-155,543
1081
$96.7M 0.01%
1,201,154
+16,057
1082
$96.5M 0.01%
5,163,759
-948,920
1083
$96.4M 0.01%
6,175,642
+446,858
1084
$96.3M 0.01%
6,419,785
+2,013,684
1085
$95.8M 0.01%
1,145,282
+66,853
1086
$95.7M 0.01%
2,615,397
-996,616
1087
$95.6M 0.01%
11,947,024
-1,441,497
1088
$95.1M 0.01%
1,885,528
+243,766
1089
$94.8M 0.01%
2,707,627
-386,178
1090
$94.8M 0.01%
1,019,073
+52,490
1091
$94.2M 0.01%
8,400,137
-770,817
1092
$94.1M 0.01%
1,417,701
-11,232
1093
$94.1M 0.01%
550,027
+165,102
1094
$93.7M 0.01%
3,906,400
-100
1095
$93.7M 0.01%
1,458,412
-90,452
1096
$93.1M 0.01%
3,488,371
1097
$93M 0.01%
194,217
+3,096
1098
$92.9M 0.01%
440,834
-44,782
1099
$92.9M 0.01%
367,901
-33,815
1100
$92.5M 0.01%
3,165,780
+629,330
42 43
44
45 46