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
1576
$47.9M 0.01%
3,433,382
+101,944
1577
$47.9M 0.01%
1,089,200
+81,937
1578
$47.6M 0.01%
2,602,215
+314,175
1579
$47.6M 0.01%
374,740
-1,625
1580
$47.5M 0.01%
868,749
-457,055
1581
$47.5M 0.01%
2,944,410
+16,986
1582
$47.4M 0.01%
1,400,194
+112,281
1583
$47.3M 0.01%
2,044,151
-1,637,974
1584
$47.3M 0.01%
1,382,400
+279,940
1585
$47.2M 0.01%
1,432,677
+370,810
1586
$47.1M 0.01%
5,910,841
+226,485
1587
$47.1M 0.01%
724,499
-49,968
1588
$47M 0.01%
566,814
+83,281
1589
$47M 0.01%
7,692,691
+2,722,822
1590
$47M 0.01%
4,264,268
+379,511
1591
$46.9M 0.01%
1,255,475
+20,686
1592
$46.8M 0.01%
512,988
-133,132
1593
$46.8M 0.01%
943,913
+4,827
1594
$46.7M 0.01%
5,563,502
+48,903
1595
$46.7M 0.01%
5,100,327
+555,170
1596
$46.7M 0.01%
1,912,493
-160,411
1597
$46.7M 0.01%
1,312,309
+107,742
1598
$46.6M 0.01%
2,705,026
+495,720
1599
$46.6M 0.01%
1,945,347
+197,754
1600
$46.5M 0.01%
1,864,641
+578,282
62 63
64
65 66