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
2626
$23.8M ﹤0.01%
1,023,403
-43,222
2627
$23.8M ﹤0.01%
455,538
-50,908
2628
$23.7M ﹤0.01%
656,572
-34,396
2629
$23.6M ﹤0.01%
891,948
-160,992
2630
$23.6M ﹤0.01%
1,955,080
+1,694,633
2631
$23.6M ﹤0.01%
324,125
+52,527
2632
$23.6M ﹤0.01%
1,265,534
+334,565
2633
$23.6M ﹤0.01%
470,793
-153,355
2634
$23.6M ﹤0.01%
3,508,465
+1,854,611
2635
$23.6M ﹤0.01%
1,793,471
-1,143,996
2636
$23.6M ﹤0.01%
1,250,850
-21,600
2637
$23.6M ﹤0.01%
471,663
-27,680
2638
$23.6M ﹤0.01%
739,406
-43,280
2639
$23.5M ﹤0.01%
1,013,258
-1,170,465
2640
$23.5M ﹤0.01%
1,264,706
+59,840
2641
$23.5M ﹤0.01%
+475,000
2642
$23.4M ﹤0.01%
2,104,440
+542,770
2643
$23.4M ﹤0.01%
1,030,615
+73,371
2644
$23.4M ﹤0.01%
523,630
+260,768
2645
$23.3M ﹤0.01%
380,375
+5,955
2646
$23.3M ﹤0.01%
471,034
-262,994
2647
$23.3M ﹤0.01%
1,259,110
+114,647
2648
$23.2M ﹤0.01%
2,291,551
+27,432
2649
$23.2M ﹤0.01%
798,709
+211,919
2650
$23.2M ﹤0.01%
638,879
+12,479
104 105
106
107 108