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
626
$355M 0.02%
3,564,530
+106,641
627
$354M 0.02%
1,624,341
+93,377
628
$354M 0.02%
3,480,688
+676,570
629
$347M 0.02%
1,838,023
+48,875
630
$347M 0.02%
20,675,748
-770,939
631
$346M 0.02%
2,959,748
+869,761
632
$345M 0.02%
6,624,238
-517,599
633
$345M 0.02%
2,248,739
-127,868
634
$344M 0.02%
4,225,220
+60,168
635
$344M 0.02%
3,821,790
+1,593,805
636
$343M 0.02%
4,622,171
-1,300,707
637
$341M 0.02%
2,881,639
-667,134
638
$339M 0.02%
5,699,924
+2,286,565
639
$338M 0.02%
6,578,943
+859,403
640
$338M 0.02%
10,776,512
-3,788,503
641
$338M 0.02%
10,063,556
-8,157,511
642
$336M 0.02%
3,111,449
-489,736
643
$331M 0.02%
2,118,193
-902,339
644
$330M 0.02%
2,619,495
-332,093
645
$328M 0.02%
7,839,026
+363,350
646
$327M 0.02%
27,700,960
+829,680
647
$327M 0.02%
5,178,259
+251,911
648
$325M 0.02%
1,485,097
+199,751
649
$325M 0.02%
5,974,345
-120,048
650
$324M 0.02%
2,702,191
+45,465
24 25
26
27 28