Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.77B
2
+$1.52B
3
+$1.18B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$947M
5
ZTS icon
Zoetis
ZTS
+$787M

Top Sells

1
+$2.39B
2
+$2.32B
3
+$2.06B
4
AAPL icon
Apple
AAPL
+$1.62B
5
BND icon
Vanguard Total Bond Market
BND
+$1.51B

Sector Composition

1 Technology 22.53%
2 Financials 11.66%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$27.9M ﹤0.01%
6,003,822
+1,807,227
2477
$27.9M ﹤0.01%
3,952,688
+162,140
2478
$27.9M ﹤0.01%
323,425
+20,316
2479
$27.8M ﹤0.01%
609,682
-47,127
2480
$27.8M ﹤0.01%
2,682,226
-15,679
2481
$27.8M ﹤0.01%
1,118,127
-2,200,292
2482
$27.8M ﹤0.01%
502,645
+13,158
2483
$27.8M ﹤0.01%
1,118,941
-354,306
2484
$27.8M ﹤0.01%
428,311
+22,149
2485
$27.8M ﹤0.01%
1,538,398
+10,449
2486
$27.7M ﹤0.01%
969,792
-209,568
2487
$27.6M ﹤0.01%
377,578
-3,783
2488
$27.6M ﹤0.01%
241,107
+21,022
2489
$27.6M ﹤0.01%
1,712,388
+762,232
2490
$27.5M ﹤0.01%
730,221
+85,096
2491
$27.4M ﹤0.01%
1,305,996
-97,390
2492
$27.4M ﹤0.01%
177,898
-54,771
2493
$27.4M ﹤0.01%
841,922
+234,971
2494
$27.3M ﹤0.01%
2,374,546
+210,381
2495
$27.3M ﹤0.01%
436,243
-37,555
2496
$27.3M ﹤0.01%
1,122,612
-250,298
2497
$27.3M ﹤0.01%
956,423
-17,904
2498
$27.3M ﹤0.01%
479,301
+19,689
2499
$27.2M ﹤0.01%
2,510,703
-90,519
2500
$27.2M ﹤0.01%
1,732,618
+159,835
98 99
100
101 102