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
2501
$27.2M ﹤0.01%
1,434,069
+56,004
2502
$27.2M ﹤0.01%
975,833
-44,509
2503
$27.1M ﹤0.01%
1,346,345
+539,774
2504
$27.1M ﹤0.01%
2,933,906
-160,432
2505
$27.1M ﹤0.01%
589,097
+282,081
2506
$27.1M ﹤0.01%
218,927
+13,342
2507
$27.1M ﹤0.01%
7,253,469
+143,364
2508
$27M ﹤0.01%
679,878
+203,552
2509
$27M ﹤0.01%
192,589
+77,622
2510
$27M ﹤0.01%
497,639
-8,494
2511
$27M ﹤0.01%
662,895
+20,858
2512
$26.9M ﹤0.01%
918,083
+79,780
2513
$26.9M ﹤0.01%
1,705,266
-143,270
2514
$26.9M ﹤0.01%
1,340,668
+402,762
2515
$26.9M ﹤0.01%
7,412,216
+6,593,379
2516
$26.9M ﹤0.01%
3,409,894
-143,306
2517
$26.9M ﹤0.01%
500,854
+71,750
2518
$26.9M ﹤0.01%
986,832
-1,087,931
2519
$26.9M ﹤0.01%
920,341
+16,205
2520
$26.9M ﹤0.01%
436,440
-98,376
2521
$26.8M ﹤0.01%
995,536
-979,953
2522
$26.7M ﹤0.01%
658,302
+30,512
2523
$26.7M ﹤0.01%
4,656,086
+1,740,781
2524
$26.7M ﹤0.01%
1,757,417
-526,013
2525
$26.7M ﹤0.01%
1,092,775
-64,287
99 100
101
102 103