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
1976
$30.8M ﹤0.01%
394,198
+62,143
1977
$30.8M ﹤0.01%
435,757
+23,986
1978
$30.8M ﹤0.01%
362,756
+195,793
1979
$30.7M ﹤0.01%
1,383,838
-26,590
1980
$30.7M ﹤0.01%
696,526
-316,341
1981
$30.7M ﹤0.01%
1,635,331
-53,795
1982
$30.7M ﹤0.01%
1,046,906
-89,645
1983
$30.7M ﹤0.01%
2,376,621
+61,330
1984
$30.6M ﹤0.01%
691,632
-3,987
1985
$30.6M ﹤0.01%
607,612
-5,306
1986
$30.6M ﹤0.01%
156,837
+59,309
1987
$30.6M ﹤0.01%
1,032,021
-137,489
1988
$30.6M ﹤0.01%
429,267
+73,359
1989
$30.6M ﹤0.01%
1,701,946
+1,617,267
1990
$30.6M ﹤0.01%
415,548
+45
1991
$30.6M ﹤0.01%
856,061
+167,177
1992
$30.5M ﹤0.01%
2,044,393
+285,172
1993
$30.5M ﹤0.01%
568,766
-38,571
1994
$30.4M ﹤0.01%
459,617
+210,280
1995
$30.4M ﹤0.01%
1,195,773
+101,195
1996
$30.3M ﹤0.01%
989,555
+109,816
1997
$30.3M ﹤0.01%
2,899,983
+161,050
1998
$30.3M ﹤0.01%
820,111
-89,008
1999
$30.3M ﹤0.01%
2,966,106
+53,991
2000
$30.2M ﹤0.01%
244,707
-99,341
78 79
80
81 82