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
2701
$21.9M ﹤0.01%
693,752
+43,914
2702
$21.9M ﹤0.01%
760,022
+245,338
2703
$21.9M ﹤0.01%
1,111,163
+400,329
2704
$21.9M ﹤0.01%
1,667,004
-983,304
2705
$21.9M ﹤0.01%
3,213,405
-1,595,511
2706
$21.8M ﹤0.01%
283,665
+617
2707
$21.8M ﹤0.01%
194,359
+6,300
2708
$21.8M ﹤0.01%
4,252,662
+2,791,740
2709
$21.8M ﹤0.01%
1,050,683
+10,396
2710
$21.7M ﹤0.01%
455,877
-42,340
2711
$21.7M ﹤0.01%
403,553
+22,900
2712
$21.7M ﹤0.01%
253,569
-9,474
2713
$21.7M ﹤0.01%
333,431
+51,985
2714
$21.7M ﹤0.01%
150,455
+8,181
2715
$21.7M ﹤0.01%
1,593,282
+847,262
2716
$21.7M ﹤0.01%
304,354
-19,967
2717
$21.7M ﹤0.01%
352,812
-34,918
2718
$21.7M ﹤0.01%
1,766,557
-1,963
2719
$21.6M ﹤0.01%
470,123
-87,643
2720
$21.6M ﹤0.01%
585,926
+75,588
2721
$21.6M ﹤0.01%
356,159
-1,016
2722
$21.6M ﹤0.01%
782,675
+12,885
2723
$21.6M ﹤0.01%
551,904
-91,451
2724
$21.6M ﹤0.01%
502,168
+2,787
2725
$21.6M ﹤0.01%
899,087
+539,113
107 108
109
110 111