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
1501
$52.3M 0.01%
1,856,372
+204,083
1502
$52.3M 0.01%
1,057,805
-254,400
1503
$52.3M 0.01%
337,039
-84,403
1504
$52.3M 0.01%
3,013,832
-347,483
1505
$52.2M 0.01%
636,562
-375,095
1506
$52.1M 0.01%
1,055,261
+74,544
1507
$52M 0.01%
6,417,598
+4,821,431
1508
$51.9M 0.01%
1,627,596
-94,742
1509
$51.9M 0.01%
1,483,026
+296,891
1510
$51.8M 0.01%
295,594
+18,826
1511
$51.7M 0.01%
10,524,721
+1,093,808
1512
$51.6M 0.01%
1,154,266
+181,934
1513
$51.6M 0.01%
601,726
-274,106
1514
$51.6M 0.01%
913,229
-86,180
1515
$51.6M 0.01%
434,079
+76,447
1516
$51.5M 0.01%
1,511,870
-80,950
1517
$51.5M 0.01%
400,630
+109,240
1518
$51.5M 0.01%
386,133
+30,075
1519
$51.4M 0.01%
474,582
+30,517
1520
$51.4M 0.01%
5,750,023
+4,921,595
1521
$51.3M 0.01%
2,260,302
+248,956
1522
$51.2M 0.01%
4,060,515
-399,742
1523
$51.1M 0.01%
1,608,594
+220,211
1524
$51M 0.01%
915,836
-40,085
1525
$50.8M 0.01%
654,510
-60,458
59 60
61
62 63