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
1001
$159M 0.01%
913,056
+1,354
1002
$159M 0.01%
4,741,246
-358,157
1003
$159M 0.01%
5,148,766
+1,579,358
1004
$159M 0.01%
1,375,435
+220,702
1005
$159M 0.01%
1,528,910
-480,225
1006
$159M 0.01%
4,079,363
+12,859
1007
$159M 0.01%
2,210,025
+283,390
1008
$158M 0.01%
1,537,045
+49,166
1009
$158M 0.01%
6,013,104
+462,681
1010
$158M 0.01%
4,208,191
-1,438,135
1011
$158M 0.01%
3,578,675
+1,067,307
1012
$158M 0.01%
2,880,295
+540,974
1013
$157M 0.01%
1,272,026
-403,723
1014
$157M 0.01%
8,346,319
+286,756
1015
$157M 0.01%
5,178,205
-580,159
1016
$156M 0.01%
1,606,936
+688,901
1017
$156M 0.01%
3,498,811
-444,339
1018
$156M 0.01%
2,129,443
+160,615
1019
$156M 0.01%
3,104,655
+1,172,752
1020
$155M 0.01%
1,105,807
+371,149
1021
$155M 0.01%
8,464,583
+2,700,043
1022
$155M 0.01%
5,604,101
-348,132
1023
$154M 0.01%
868,587
-30,524
1024
$154M 0.01%
2,360,081
-7,848,701
1025
$154M 0.01%
2,447,393
+101,673
39 40
41
42 43