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
1476
$53.9M 0.01%
4,890,407
+681,213
1477
$53.9M 0.01%
821,244
-140,599
1478
$53.8M 0.01%
1,125,923
+233,520
1479
$53.8M 0.01%
536,810
-20,191
1480
$53.7M 0.01%
1,741,975
-76,989
1481
$53.7M 0.01%
14,873,346
-228,380
1482
$53.7M 0.01%
237,088
-73,504
1483
$53.6M 0.01%
1,418,754
+119,357
1484
$53.6M 0.01%
459,314
+107,904
1485
$53.6M 0.01%
964,927
-364,750
1486
$53.5M 0.01%
3,977,638
-1,037,690
1487
$53.4M 0.01%
2,477,785
+186,554
1488
$53.4M 0.01%
4,599,721
+33,300
1489
$53.1M 0.01%
5,728,814
+964,344
1490
$53.1M 0.01%
3,494,936
-307,300
1491
$53M 0.01%
1,009,997
-152,988
1492
$52.9M 0.01%
287,436
+9,303
1493
$52.9M 0.01%
389,142
-12,016
1494
$52.9M 0.01%
3,723,059
+696,916
1495
$52.8M 0.01%
1,632,440
+276,595
1496
$52.7M 0.01%
6,480,050
-1,087,787
1497
$52.6M 0.01%
543,885
+272,044
1498
$52.6M 0.01%
2,753,444
-343,751
1499
$52.5M 0.01%
4,531,710
-245,631
1500
$52.5M 0.01%
2,929,479
+165,346
58 59
60
61 62