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
1276
$70.8M 0.01%
1,495,287
+558,570
1277
$70.6M 0.01%
928,702
-9,375
1278
$70.5M 0.01%
736,089
-121,816
1279
$70.5M 0.01%
9,994,418
-157,198
1280
$70.4M 0.01%
830,828
+11,160
1281
$70.2M 0.01%
4,392,478
+227,527
1282
$69.9M 0.01%
538,972
+18,149
1283
$69.9M 0.01%
1,258,279
-26,324
1284
$69.8M 0.01%
1,872,565
+158,729
1285
$69.7M 0.01%
1,178,298
+54,749
1286
$69.6M 0.01%
1,506,890
+125,078
1287
$69.4M 0.01%
987,751
-747,822
1288
$69.3M 0.01%
1,335,348
+459,021
1289
$69.3M 0.01%
1,122,239
-151,391
1290
$69.1M 0.01%
5,148,628
-392,760
1291
$68.9M 0.01%
2,655,216
+227,191
1292
$68.8M 0.01%
907,777
+597,106
1293
$68.4M 0.01%
8,518,195
-237,727
1294
$68.3M 0.01%
1,233,939
-22,542
1295
$68.3M 0.01%
705,926
-13,870
1296
$68.2M 0.01%
1,211,450
+428,214
1297
$68.1M 0.01%
1,860,855
-683,505
1298
$68.1M 0.01%
1,972,834
-299,437
1299
$68M 0.01%
1,818,822
+370,155
1300
$67.7M 0.01%
835,339
+46,406
50 51
52
53 54