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
2451
$19.5M ﹤0.01%
451,584
-62,343
2452
$19.5M ﹤0.01%
520,043
-83,005
2453
$19.5M ﹤0.01%
357,800
-9,974
2454
$19.5M ﹤0.01%
434,351
+391,244
2455
$19.5M ﹤0.01%
124,163
-222
2456
$19.4M ﹤0.01%
286,346
-16,076
2457
$19.4M ﹤0.01%
795,964
-29,324
2458
$19.4M ﹤0.01%
1,209,352
+88,869
2459
$19.4M ﹤0.01%
1,097,465
+276,233
2460
$19.4M ﹤0.01%
176,259
-75,604
2461
$19.4M ﹤0.01%
703,875
-90,366
2462
$19.3M ﹤0.01%
2,430,717
+24,223
2463
$19.3M ﹤0.01%
792,802
-80,753
2464
$19.3M ﹤0.01%
886,459
+72,966
2465
$19.3M ﹤0.01%
793,310
+61,826
2466
$19.3M ﹤0.01%
967,221
+348,877
2467
$19.3M ﹤0.01%
1,784,595
+247,906
2468
$19.2M ﹤0.01%
409,728
+114,006
2469
$19.2M ﹤0.01%
215,821
+12,896
2470
$19.2M ﹤0.01%
2,063,026
-5,045,871
2471
$19.2M ﹤0.01%
1,252,462
+227,610
2472
$19.2M ﹤0.01%
3,102,446
-1,130,912
2473
$19.2M ﹤0.01%
1,977,266
+230,684
2474
$19.2M ﹤0.01%
604,194
+56,454
2475
$19.2M ﹤0.01%
598,454
+106,649
97 98
99
100 101