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
1351
$62.5M 0.01%
2,826,133
+982,291
1352
$62.4M 0.01%
842,673
+218,532
1353
$62.3M 0.01%
1,038,530
+146,484
1354
$62.2M 0.01%
739,679
-69,447
1355
$62.2M 0.01%
2,861,995
+76,407
1356
$62.1M 0.01%
4,288,215
-104,136
1357
$62M 0.01%
1,140,921
-29,179
1358
$61.8M 0.01%
1,889,894
-123,933
1359
$61.8M 0.01%
693,184
-11,360
1360
$61.7M 0.01%
1,411,252
-26,885
1361
$61.7M 0.01%
7,041,259
+1,073,536
1362
$61.6M 0.01%
366,147
-49,171
1363
$61.6M 0.01%
471,999
-30,848
1364
$61.6M 0.01%
1,154,177
+20,508
1365
$61.5M 0.01%
1,340,632
+212,806
1366
$61.5M 0.01%
1,222,776
-99,396
1367
$61.5M 0.01%
898,733
+29,917
1368
$61.5M 0.01%
814,770
-108,893
1369
$61.5M 0.01%
2,992,711
+886,906
1370
$61.4M 0.01%
3,796,019
-63,664
1371
$61.3M 0.01%
848,624
-1,259,353
1372
$61.3M 0.01%
4,992,249
-180,186
1373
$61.3M 0.01%
551,223
-126,056
1374
$61.2M 0.01%
523,104
+7,939
1375
$61.1M 0.01%
1,369,856
+797,654
53 54
55
56 57