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
2776
$20.4M ﹤0.01%
2,009,107
+139,748
2777
$20.4M ﹤0.01%
193,300
+35,225
2778
$20.4M ﹤0.01%
753,538
+27,073
2779
$20.4M ﹤0.01%
418,608
+63,453
2780
$20.3M ﹤0.01%
2,380,036
-84,504
2781
$20.3M ﹤0.01%
750,531
+57,833
2782
$20.3M ﹤0.01%
957,574
+170,482
2783
$20.3M ﹤0.01%
2,396,239
+28,477
2784
$20.3M ﹤0.01%
434,642
-287,359
2785
$20.3M ﹤0.01%
280,301
-13,614
2786
$20.3M ﹤0.01%
1,047,419
-437,322
2787
$20.2M ﹤0.01%
309,401
+27,232
2788
$20.2M ﹤0.01%
917,140
-6,475
2789
$20.2M ﹤0.01%
2,497,233
+876,232
2790
$20.2M ﹤0.01%
804,534
+270,916
2791
$20.2M ﹤0.01%
611,211
-302,672
2792
$20.2M ﹤0.01%
284,814
-1,460,533
2793
$20.1M ﹤0.01%
1,855,692
+152,633
2794
$20.1M ﹤0.01%
496,135
-2,814
2795
$20.1M ﹤0.01%
365,982
-234,868
2796
$20.1M ﹤0.01%
206,657
-4,542
2797
$20.1M ﹤0.01%
1,017,136
-114,857
2798
$20.1M ﹤0.01%
+399,529
2799
$20M ﹤0.01%
289,558
-71,762
2800
$20M ﹤0.01%
612,186
-175,763
110 111
112
113 114