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
1401
$59.4M 0.01%
438,351
-348,972
1402
$59.2M 0.01%
3,704,879
+1,884,051
1403
$59.2M 0.01%
619,212
-10,377
1404
$59.1M 0.01%
3,809,709
-3,523,254
1405
$59.1M 0.01%
1,193,006
+1,012,721
1406
$59M 0.01%
1,213,204
+35,233
1407
$59M 0.01%
715,165
+108,201
1408
$58.9M 0.01%
2,235,308
+445,312
1409
$58.9M 0.01%
1,816,657
-54,628
1410
$58.9M 0.01%
348,268
-58,544
1411
$58.8M 0.01%
558,410
+170,507
1412
$58.7M 0.01%
2,804,314
+265,154
1413
$58.6M 0.01%
534,461
+16,561
1414
$58.5M 0.01%
2,765,299
+323,256
1415
$58.4M 0.01%
3,600,920
+1,304,211
1416
$58.3M 0.01%
5,227,558
-72,932
1417
$58.2M 0.01%
1,859,007
+25,868
1418
$58.2M 0.01%
2,899,748
+2,198,248
1419
$58.1M 0.01%
5,362,997
+2,621,447
1420
$58.1M 0.01%
329,510
-16,680
1421
$58M 0.01%
10,749,084
-788,335
1422
$57.9M 0.01%
2,113,829
-177,629
1423
$57.9M 0.01%
1,377,431
-139,858
1424
$57.7M 0.01%
951,411
+5,566
1425
$57.6M 0.01%
890,882
-9,778
55 56
57
58 59