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
1326
$64.4M 0.01%
1,528,328
-176,399
1327
$64.3M 0.01%
787,545
-209,726
1328
$64.3M 0.01%
462,662
-36,898
1329
$64.2M 0.01%
2,572,761
-236,463
1330
$64.2M 0.01%
1,660,617
-216,549
1331
$64.2M 0.01%
2,248,237
+8,696
1332
$64.2M 0.01%
2,394,622
-105,890
1333
$64M 0.01%
1,283,415
-182,240
1334
$63.9M 0.01%
3,495,612
+2,296,630
1335
$63.8M 0.01%
2,410,531
-530,382
1336
$63.8M 0.01%
2,117,120
+700,473
1337
$63.6M 0.01%
1,688,827
-89,872
1338
$63.2M 0.01%
2,223,558
-189,305
1339
$63.1M 0.01%
967,203
+18,586
1340
$63.1M 0.01%
1,657,046
-394,608
1341
$63.1M 0.01%
696,136
-14,543
1342
$63.1M 0.01%
1,062,779
+646,121
1343
$63M 0.01%
1,079,087
+292,038
1344
$63M 0.01%
590,375
-31,843
1345
$62.8M 0.01%
2,116,859
+213,011
1346
$62.7M 0.01%
2,667,249
-345,610
1347
$62.7M 0.01%
572,931
+125,846
1348
$62.6M 0.01%
1,597,339
-61,034
1349
$62.6M 0.01%
4,022,761
+89,739
1350
$62.5M 0.01%
1,829,920
-434,008
52 53
54
55 56