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
501
$494M 0.03%
3,889,953
-33,775
502
$492M 0.03%
3,818,131
-325,036
503
$490M 0.03%
6,335,742
+79,303
504
$489M 0.03%
5,882,513
+507,619
505
$489M 0.03%
5,602,555
-992,461
506
$489M 0.03%
4,143,047
-224,314
507
$489M 0.03%
7,983,783
+2,969,160
508
$488M 0.03%
5,723,509
-78,219
509
$485M 0.03%
8,643,071
-1,532,953
510
$483M 0.03%
10,793,527
-410,739
511
$483M 0.03%
5,400,726
-252,042
512
$483M 0.03%
2,633,438
+165,222
513
$482M 0.03%
11,600,039
+518,405
514
$482M 0.03%
11,867,415
+2,326,922
515
$481M 0.03%
9,279,717
-1,663,852
516
$479M 0.03%
14,975,769
+2,389,871
517
$476M 0.03%
5,018,134
+1,996,656
518
$475M 0.03%
6,659,192
+236,591
519
$472M 0.03%
31,256,899
-3,828,867
520
$471M 0.03%
3,402,177
+315,328
521
$471M 0.03%
3,386,984
+202,703
522
$471M 0.03%
12,555,513
+160,119
523
$471M 0.03%
2,159,535
+391,217
524
$470M 0.03%
9,135,774
-825,952
525
$470M 0.03%
15,303,209
-1,128,551
19 20
21
22 23