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
1101
$92.5M 0.01%
5,537,240
+67,465
1102
$91.8M 0.01%
1,799,464
+5,292
1103
$91.7M 0.01%
1,366,343
-26,029
1104
$91.7M 0.01%
454,412
-20,019
1105
$91.7M 0.01%
1,267,488
+380,486
1106
$91.7M 0.01%
901,012
+56,164
1107
$91.5M 0.01%
2,151,386
-169,544
1108
$91.3M 0.01%
1,741,751
-1,506,102
1109
$91.2M 0.01%
947,010
+154,839
1110
$91M 0.01%
5,541,810
+584,085
1111
$90.9M 0.01%
3,191,834
-1,740,231
1112
$90.8M 0.01%
1,781,299
+59,640
1113
$90.8M 0.01%
1,773,183
+14,921
1114
$90.8M 0.01%
1,642,545
-127,548
1115
$90.6M 0.01%
1,459,769
+94,045
1116
$90.6M 0.01%
860,956
-110,890
1117
$90.6M 0.01%
2,074,639
+64,272
1118
$90.4M 0.01%
2,870,210
-54,403
1119
$90.2M 0.01%
2,984,045
-180,765
1120
$90.1M 0.01%
685,381
+350,003
1121
$90M 0.01%
1,567,515
+73,458
1122
$89.8M 0.01%
928,961
-67,789
1123
$89.6M 0.01%
470,303
-21,756
1124
$89.1M 0.01%
915,493
-1,393,755
1125
$89.1M 0.01%
1,353,670
+182,326
43 44
45
46 47