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
3026
$15.7M ﹤0.01%
2,744,320
+1,447,530
3027
$15.7M ﹤0.01%
284,776
+72,781
3028
$15.7M ﹤0.01%
319,701
+31,484
3029
$15.6M ﹤0.01%
382,548
+64,236
3030
$15.6M ﹤0.01%
681,222
+159,110
3031
$15.6M ﹤0.01%
201,637
+8,794
3032
$15.6M ﹤0.01%
1,031,779
+46,857
3033
$15.6M ﹤0.01%
1,794,232
+66,469
3034
$15.6M ﹤0.01%
440,279
-133,692
3035
$15.5M ﹤0.01%
1,712,350
-55,429
3036
$15.5M ﹤0.01%
155,732
+26,182
3037
$15.5M ﹤0.01%
165,264
+151,824
3038
$15.5M ﹤0.01%
314,644
+9,074
3039
$15.5M ﹤0.01%
960,700
+175,658
3040
$15.5M ﹤0.01%
593,357
+47,872
3041
$15.4M ﹤0.01%
198,915
-55,695
3042
$15.4M ﹤0.01%
282,971
+22,775
3043
$15.4M ﹤0.01%
427,141
+147,295
3044
$15.4M ﹤0.01%
1,196,703
-37,026
3045
$15.4M ﹤0.01%
1,178,588
-572,006
3046
$15.3M ﹤0.01%
316,191
-249,768
3047
$15.3M ﹤0.01%
7,025,463
+24,664
3048
$15.3M ﹤0.01%
1,267,882
-62,750
3049
$15.3M ﹤0.01%
502,409
+156,569
3050
$15.3M ﹤0.01%
181,516
-11,072
120 121
122
123 124