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
2576
$25.2M ﹤0.01%
3,285,857
+915,769
2577
$25.1M ﹤0.01%
1,035,986
+60,400
2578
$25.1M ﹤0.01%
425,904
+17,653
2579
$25.1M ﹤0.01%
2,610,624
+363,444
2580
$25.1M ﹤0.01%
543,477
+12,619
2581
$25M ﹤0.01%
484,487
-17,541
2582
$24.9M ﹤0.01%
720,729
+27,752
2583
$24.9M ﹤0.01%
250,650
+55,750
2584
$24.9M ﹤0.01%
2,007,819
-2,037
2585
$24.9M ﹤0.01%
354,414
+148,272
2586
$24.9M ﹤0.01%
511,380
-788,602
2587
$24.9M ﹤0.01%
959,753
+96,809
2588
$24.9M ﹤0.01%
3,770,219
-491,333
2589
$24.8M ﹤0.01%
202,338
+5,178
2590
$24.7M ﹤0.01%
623,109
+51,187
2591
$24.7M ﹤0.01%
2,167,121
+700,261
2592
$24.7M ﹤0.01%
1,364,037
-46,754
2593
$24.6M ﹤0.01%
4,292,362
+1,864,228
2594
$24.6M ﹤0.01%
366,802
+19,071
2595
$24.6M ﹤0.01%
2,373,554
+137,887
2596
$24.5M ﹤0.01%
331,555
+8,908
2597
$24.4M ﹤0.01%
935,065
+2,468
2598
$24.4M ﹤0.01%
1,044,058
+23,423
2599
$24.4M ﹤0.01%
2,080,440
+325,053
2600
$24.3M ﹤0.01%
965,816
-28,448
102 103
104
105 106