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
1151
$86.3M 0.01%
3,668,233
+74,445
1152
$86.1M 0.01%
7,370,776
+74,467
1153
$86M 0.01%
1,423,961
+89,757
1154
$86M 0.01%
316,040
-26,037
1155
$85.9M 0.01%
1,728,571
+888,767
1156
$85.9M 0.01%
20,071,853
-1,724,529
1157
$85.9M 0.01%
3,203,970
+2,241,764
1158
$85.6M 0.01%
2,254,537
+270,046
1159
$85.3M 0.01%
683,267
-32,020
1160
$85.3M 0.01%
1,535,924
+94,532
1161
$85M 0.01%
5,185,188
-580,729
1162
$84.9M 0.01%
2,986,656
+1,040,576
1163
$84.7M 0.01%
390,630
+109,362
1164
$84.5M 0.01%
369,129
+38,847
1165
$84.2M 0.01%
2,609,777
+16,000
1166
$84.2M 0.01%
22,808,632
+2,671,074
1167
$83.8M 0.01%
1,649,821
+50,138
1168
$83.3M 0.01%
1,728,630
-133,666
1169
$83.2M 0.01%
3,704,105
-629,698
1170
$83.2M 0.01%
538,241
-14,682
1171
$83.1M 0.01%
4,648,544
+33,868
1172
$83.1M 0.01%
2,729,726
-436,674
1173
$83M 0.01%
3,375,318
+39,570
1174
$82.9M 0.01%
996,778
-14,035
1175
$82.7M 0.01%
1,360,292
-271,134
45 46
47
48 49