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
1451
$55.7M 0.01%
1,543,430
-190,038
1452
$55.7M 0.01%
3,223,963
+391,228
1453
$55.6M 0.01%
675,764
+69,030
1454
$55.5M 0.01%
594,654
+215,050
1455
$55.4M 0.01%
4,061,210
+923,503
1456
$55.4M 0.01%
1,775,698
-69,940
1457
$55.4M 0.01%
1,089,509
-1,467,583
1458
$55.3M 0.01%
1,403,944
+29,463
1459
$55.3M 0.01%
298,385
-37,022
1460
$55.2M 0.01%
3,617,747
+280,949
1461
$55.2M 0.01%
1,488,405
-1,205,758
1462
$55M 0.01%
2,037,984
-1,755,374
1463
$54.9M 0.01%
294,711
-54,175
1464
$54.8M 0.01%
3,913,238
+145,705
1465
$54.7M 0.01%
239,093
+69,449
1466
$54.6M 0.01%
917,552
+222,041
1467
$54.6M 0.01%
677,644
-22,709
1468
$54.4M 0.01%
1,657,462
+45,428
1469
$54.4M 0.01%
305,903
+45,414
1470
$54.4M 0.01%
4,147,810
+194,565
1471
$54.2M 0.01%
2,658,764
+550,999
1472
$54.1M 0.01%
2,063,764
-1,762,259
1473
$54.1M 0.01%
3,032,407
+357,287
1474
$54.1M 0.01%
55,555
-22,945
1475
$54M 0.01%
19,137,617
+27,762
57 58
59
60 61