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
1226
$76M 0.01%
4,067,816
-241,400
1227
$76M 0.01%
2,711,839
+348,901
1228
$75.9M 0.01%
4,420,425
-1,425,862
1229
$75.5M 0.01%
3,942,622
+1,144,023
1230
$75.5M 0.01%
4,580,551
+57,112
1231
$75.5M 0.01%
1,834,801
-67,898
1232
$75.4M 0.01%
5,114,114
+1,266,457
1233
$75.4M 0.01%
509,460
-116,161
1234
$75.3M 0.01%
587,343
+14,305
1235
$75.2M 0.01%
516,242
-143,125
1236
$75M 0.01%
3,247,597
+178,635
1237
$74.9M 0.01%
1,089,315
-210,135
1238
$74.8M 0.01%
1,884,871
+217,400
1239
$74.6M 0.01%
525,860
-18,658
1240
$74.6M 0.01%
594,506
-144,515
1241
$74.4M 0.01%
3,744,486
+656,152
1242
$74.3M 0.01%
2,981,803
+473,119
1243
$74.3M 0.01%
741,686
-4,836
1244
$74.3M 0.01%
2,302,665
-38,443
1245
$74.2M 0.01%
1,577,903
+142,686
1246
$74M 0.01%
5,949,822
+1,110,495
1247
$73.8M 0.01%
2,907,131
-179,578
1248
$73.7M 0.01%
3,425,622
+299,281
1249
$73.7M 0.01%
3,914,704
+1,169,966
1250
$73.6M 0.01%
901,153
+65,645
48 49
50
51 52