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
1601
$46.5M 0.01%
1,112,064
+34,844
1602
$46.4M 0.01%
666,306
+3,350
1603
$46.4M 0.01%
8,825,183
+1,433,164
1604
$46.4M 0.01%
6,682,945
+956,072
1605
$46.4M 0.01%
4,350,950
-789,170
1606
$46.4M 0.01%
1,517,727
-88,918
1607
$46.3M 0.01%
8,727,298
+316,324
1608
$46.3M 0.01%
844,033
-45,469
1609
$46.2M 0.01%
1,023,111
+13,796
1610
$46.1M ﹤0.01%
15,895,562
+10,424,173
1611
$46.1M ﹤0.01%
1,713,909
-3,694
1612
$46M ﹤0.01%
2,326,737
+22,056
1613
$46M ﹤0.01%
39,404
+1,922
1614
$46M ﹤0.01%
2,438,226
+489,470
1615
$45.9M ﹤0.01%
1,952,215
-528,829
1616
$45.8M ﹤0.01%
249,419
-34,866
1617
$45.7M ﹤0.01%
488,287
+9,069
1618
$45.6M ﹤0.01%
4,568,522
+296,222
1619
$45.6M ﹤0.01%
943,308
+371,528
1620
$45.6M ﹤0.01%
1,807,240
+397,375
1621
$45.6M ﹤0.01%
2,464,934
-48,965
1622
$45.6M ﹤0.01%
218,470
+62,458
1623
$45.5M ﹤0.01%
4,340,778
-466,551
1624
$45.5M ﹤0.01%
1,860,286
-216,515
1625
$45.5M ﹤0.01%
1,403,320
+677,447
63 64
65
66 67