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
1126
$88.9M 0.01%
3,489,587
-2,047,109
1127
$88.8M 0.01%
1,309,068
+294,044
1128
$88.8M 0.01%
1,909,693
+982,832
1129
$88.8M 0.01%
2,606,588
-360,550
1130
$88.6M 0.01%
2,055,582
-35,971
1131
$88.5M 0.01%
1,564,884
-96,906
1132
$88.5M 0.01%
1,353,725
+45,487
1133
$88.2M 0.01%
3,437,618
+1,918,630
1134
$88.1M 0.01%
1,423,323
-60,969
1135
$87.9M 0.01%
3,214,068
-155,899
1136
$87.8M 0.01%
2,765,977
1137
$87.7M 0.01%
614,080
+404,864
1138
$87.6M 0.01%
7,382,979
+88,164
1139
$87.6M 0.01%
1,750,477
+76,971
1140
$87.5M 0.01%
1,107,339
+28,058
1141
$87.4M 0.01%
1,228,440
-73,574
1142
$87.4M 0.01%
537,302
+15,590
1143
$87.3M 0.01%
1,259,661
+19,641
1144
$87.2M 0.01%
660,547
+114,360
1145
$87M 0.01%
807,650
-13,788
1146
$86.8M 0.01%
2,955,810
-58,015
1147
$86.7M 0.01%
3,752,776
+225,782
1148
$86.7M 0.01%
1,617,679
+79,964
1149
$86.5M 0.01%
2,149,374
-318,273
1150
$86.4M 0.01%
888,483
-206,873
44 45
46
47 48