Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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 Quarter Est. Return
1 Year Est. Return
+22.88%
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 19.31%
2 Healthcare 10.85%
3 Financials 9.91%
4 Consumer Discretionary 8.38%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7B 3.72%
120,316,895
+898,941
2
$33.1B 3.55%
200,615,893
-8,039,430
3
$14.1B 1.51%
136,416,181
-4,670,203
4
$12.4B 1.33%
30,288,879
+4,067,483
5
$11.3B 1.21%
49,928,854
-1,194,012
6
$10.5B 1.12%
100,840,769
+408,529
7
$7.87B 0.84%
60,416,224
+1,366,968
8
$7.52B 0.81%
270,715,150
-4,622,410
9
$7.18B 0.77%
69,068,696
-2,710,416
10
$7.06B 0.76%
14,933,381
-701,657
11
$6.97B 0.75%
32,894,736
-947,231
12
$6.76B 0.72%
21,887,102
-397,779
13
$6.68B 0.72%
11,588,545
-141,518
14
$6.55B 0.7%
44,051,970
-268,730
15
$6.51B 0.7%
17,309,775
-318,596
16
$6.2B 0.66%
40,003,520
-2,221,001
17
$6.14B 0.66%
16,906,723
+1,063,031
18
$5.61B 0.6%
51,138,195
-1,340,479
19
$5.6B 0.6%
83,715,328
+13,747,188
20
$5.59B 0.6%
17,416,117
+600,630
21
$5.37B 0.58%
169,525,108
-1,353,550
22
$5.19B 0.56%
17,600,463
-1,137,027
23
$5.16B 0.55%
23,097,705
+663,943
24
$5.13B 0.55%
20,999,447
-1,099,835
25
$5.09B 0.55%
31,216,702
-1,689,358
1
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