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 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 19.31%
2 Healthcare 10.85%
3 Financials 9.91%
4 Consumer Discretionary 8.38%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.86B 0.2%
23,713,305
-2,906,473
102
$1.83B 0.2%
25,634,903
+2,431,497
103
$1.82B 0.19%
13,864,691
-2,727,403
104
$1.82B 0.19%
3,934,971
+581,863
105
$1.81B 0.19%
8,982,325
-1,607
106
$1.76B 0.19%
27,621,372
-402,628
107
$1.76B 0.19%
5,579,997
+3,356,519
108
$1.75B 0.19%
5,076,387
+757,969
109
$1.73B 0.19%
11,388,722
-290,249
110
$1.71B 0.18%
47,350,458
-1,895,574
111
$1.7B 0.18%
34,033,500
+892,800
112
$1.69B 0.18%
10,971,505
-44,279
113
$1.66B 0.18%
18,185,590
+7,942,192
114
$1.66B 0.18%
16,686,249
+38,526
115
$1.65B 0.18%
12,350,740
+1,007,055
116
$1.65B 0.18%
36,737,705
-1,789,811
117
$1.65B 0.18%
5,042,313
-894,038
118
$1.64B 0.18%
7,733,035
-588,836
119
$1.64B 0.18%
12,658,911
-3,977,586
120
$1.61B 0.17%
21,145,042
+1,370,977
121
$1.58B 0.17%
10,921,185
-63,371
122
$1.57B 0.17%
17,052,466
+4,573,019
123
$1.55B 0.17%
22,546,805
+752,455
124
$1.55B 0.17%
39,157,905
-14,849
125
$1.54B 0.16%
7,515,025
+283,539
3 4
5
6 7