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
1726
$41M ﹤0.01%
1,055,315
-75,283
1727
$41M ﹤0.01%
452,423
+99,599
1728
$40.9M ﹤0.01%
460,457
-420
1729
$40.9M ﹤0.01%
700,056
-131,026
1730
$40.8M ﹤0.01%
4,376,435
+326,860
1731
$40.7M ﹤0.01%
1,011,456
+434,891
1732
$40.7M ﹤0.01%
965,287
+162,723
1733
$40.7M ﹤0.01%
650,209
+4,410
1734
$40.7M ﹤0.01%
560,888
+66,151
1735
$40.7M ﹤0.01%
2,549,393
+25,112
1736
$40.7M ﹤0.01%
751,839
+79,717
1737
$40.7M ﹤0.01%
1,076,592
-139,269
1738
$40.6M ﹤0.01%
2,389,431
+446,582
1739
$40.6M ﹤0.01%
691,521
+245,118
1740
$40.6M ﹤0.01%
2,813,605
+7,129
1741
$40.5M ﹤0.01%
276,038
+48,296
1742
$40.5M ﹤0.01%
1,120,768
+16,483
1743
$40.4M ﹤0.01%
3,955,027
+234,063
1744
$40.3M ﹤0.01%
525,892
+220,997
1745
$40.3M ﹤0.01%
1,780,194
+609,468
1746
$40.2M ﹤0.01%
530,885
+197,998
1747
$40.2M ﹤0.01%
1,079,977
+660,854
1748
$40.2M ﹤0.01%
1,057,693
-311,243
1749
$40.1M ﹤0.01%
464,624
+27,461
1750
$40.1M ﹤0.01%
1,451,220
-60,050
68 69
70
71 72