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
1026
$153M 0.01%
2,773,893
-1,023,690
1027
$153M 0.01%
488,227
+188,421
1028
$153M 0.01%
1,519,190
-173,394
1029
$153M 0.01%
5,148,765
-129,899
1030
$153M 0.01%
723,866
-22,258
1031
$153M 0.01%
486,200
-11,390
1032
$152M 0.01%
3,059,263
+79,971
1033
$152M 0.01%
3,237,329
+266,170
1034
$152M 0.01%
1,870,080
+336,526
1035
$152M 0.01%
1,751,117
-100,037
1036
$152M 0.01%
7,397,729
+207,571
1037
$151M 0.01%
444,327
-21,701
1038
$151M 0.01%
1,494,841
+424,886
1039
$151M 0.01%
1,776,212
+197,505
1040
$151M 0.01%
3,133,520
-457,890
1041
$151M 0.01%
2,936,709
+13,930
1042
$151M 0.01%
344,698
+25,398
1043
$150M 0.01%
1,663,241
+484,249
1044
$150M 0.01%
1,849,600
+220,951
1045
$150M 0.01%
1,525,248
-219,933
1046
$150M 0.01%
4,702,802
-223,941
1047
$150M 0.01%
2,198,593
-163,239
1048
$150M 0.01%
868,147
-52,081
1049
$149M 0.01%
4,443,649
+3,071,431
1050
$149M 0.01%
3,633,910
-479,913
40 41
42
43 44