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
1551
$49.7M 0.01%
752,862
+452,979
1552
$49.6M 0.01%
1,024,574
-42,843
1553
$49.3M 0.01%
3,335,224
+594,575
1554
$49.2M 0.01%
242,486
-26,590
1555
$49.1M 0.01%
457,318
-39,764
1556
$49.1M 0.01%
762,445
-27,812
1557
$49M 0.01%
2,499,683
+229,550
1558
$49M 0.01%
1,893,479
-14,979
1559
$49M 0.01%
662,093
-1,867
1560
$49M 0.01%
10,398,829
+667,647
1561
$48.9M 0.01%
1,139,286
+292,887
1562
$48.9M 0.01%
1,802,369
+183,245
1563
$48.8M 0.01%
836,305
+248,102
1564
$48.8M 0.01%
1,240,512
-57,648
1565
$48.8M 0.01%
2,299,943
+523,124
1566
$48.7M 0.01%
1,001,378
+420,731
1567
$48.7M 0.01%
1,332,701
+149,036
1568
$48.6M 0.01%
11,297,117
-8,890
1569
$48.5M 0.01%
1,230,016
+25,388
1570
$48.4M 0.01%
894,398
-209,050
1571
$48.2M 0.01%
1,311,662
+15,288
1572
$48.1M 0.01%
179,382
+2,840
1573
$48.1M 0.01%
576,538
+34,195
1574
$48.1M 0.01%
1,145,064
+87,228
1575
$48M 0.01%
1,168,118
-39,350
61 62
63
64 65