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
1176
$82.3M 0.01%
1,464,154
+266,962
1177
$82.3M 0.01%
258,723
-9,576
1178
$82.3M 0.01%
2,541,287
+1,645,438
1179
$82.1M 0.01%
702,539
-242,434
1180
$82M 0.01%
8,323,155
+20,627
1181
$81.9M 0.01%
8,245,195
-252,961
1182
$81.9M 0.01%
2,650,997
+547,616
1183
$81.8M 0.01%
4,599,067
+125,852
1184
$81.8M 0.01%
3,132,762
+439,171
1185
$81.8M 0.01%
3,086,482
+902,546
1186
$81.2M 0.01%
805,950
-15,012
1187
$81.1M 0.01%
958,542
-65,941
1188
$81.1M 0.01%
270,193
-180,464
1189
$81M 0.01%
1,122,359
-50,145
1190
$80.7M 0.01%
664,128
-37,870
1191
$80.6M 0.01%
1,369,364
+55,958
1192
$80.5M 0.01%
6,489,773
+517,534
1193
$80.5M 0.01%
697,411
-18,235
1194
$80.3M 0.01%
717,551
+12,465
1195
$80.2M 0.01%
839,686
+176,985
1196
$80.1M 0.01%
915,650
-15,614
1197
$80.1M 0.01%
1,525,980
+3,077
1198
$79.9M 0.01%
614,945
-29,825
1199
$79.8M 0.01%
2,482,963
+10,773
1200
$79.6M 0.01%
971,177
+17,386
46 47
48
49 50