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
1526
$50.7M 0.01%
553,399
-49,899
1527
$50.6M 0.01%
705,934
-163,262
1528
$50.6M 0.01%
269,148
+76,580
1529
$50.5M 0.01%
3,100,860
-673,369
1530
$50.5M 0.01%
1,070,095
+119,385
1531
$50.5M 0.01%
7,903,645
-246,962
1532
$50.5M 0.01%
2,132,232
+363,972
1533
$50.5M 0.01%
1,231,895
+11,374
1534
$50.4M 0.01%
1,809,246
-333,431
1535
$50.4M 0.01%
826,664
-33,685
1536
$50.4M 0.01%
8,013,579
+103,530
1537
$50.4M 0.01%
983,120
-48,939
1538
$50.3M 0.01%
5,563,301
-10,079
1539
$50.2M 0.01%
961,867
-114,761
1540
$50.2M 0.01%
2,946,525
-98,589
1541
$50.2M 0.01%
783,470
-252,194
1542
$50.1M 0.01%
3,380,705
+123,070
1543
$50.1M 0.01%
532,312
-11,517
1544
$50M 0.01%
605,684
+37,189
1545
$49.9M 0.01%
2,571,630
+259,513
1546
$49.8M 0.01%
2,069,642
-1,005,737
1547
$49.8M 0.01%
5,761,303
-206,064
1548
$49.8M 0.01%
2,013,280
-415,335
1549
$49.8M 0.01%
2,802,124
-296,590
1550
$49.7M 0.01%
739,673
+164,476
60 61
62
63 64