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
476
$526M 0.03%
7,089,843
-38,943
477
$526M 0.03%
6,459,922
+146,836
478
$521M 0.03%
40,410,427
+30,365,027
479
$521M 0.03%
1,881,972
+7,665
480
$520M 0.03%
9,257,633
+181,335
481
$519M 0.03%
7,926,715
+136,548
482
$519M 0.03%
3,777,065
-28,915
483
$518M 0.03%
7,577,950
+254,802
484
$515M 0.03%
1,373,997
+168,271
485
$513M 0.03%
9,796,229
-13,078
486
$512M 0.03%
702
-458
487
$511M 0.03%
1,830,670
+30,630
488
$509M 0.03%
1,733,550
+132,919
489
$507M 0.03%
8,769,014
+2,049,725
490
$507M 0.03%
5,061,130
+471,000
491
$507M 0.03%
46,687,379
+2,410,710
492
$506M 0.03%
5,634,328
-161,590
493
$505M 0.03%
4,747,945
+41,365
494
$504M 0.03%
17,556,087
+823,040
495
$504M 0.03%
44,693,966
+8,767,207
496
$501M 0.03%
3,870,110
-76,578
497
$501M 0.03%
7,826,274
+1,298,198
498
$500M 0.03%
2,848,468
+177,712
499
$496M 0.03%
2,654,290
+280,837
500
$494M 0.03%
2,119,428
+222,669
18 19
20
21 22