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
1101
$139M 0.01%
2,927,468
+1,966
1102
$139M 0.01%
1,684,287
+62,562
1103
$139M 0.01%
1,949,900
-155,448
1104
$139M 0.01%
477,577
+133,786
1105
$139M 0.01%
1,908,024
+273,243
1106
$138M 0.01%
4,715,623
+723,575
1107
$137M 0.01%
862,618
+80,093
1108
$137M 0.01%
1,129,298
-398,488
1109
$137M 0.01%
1,923,574
-40,614
1110
$137M 0.01%
5,600,372
-575,942
1111
$135M 0.01%
10,925,255
-80,568
1112
$135M 0.01%
15,952,362
+2,272,840
1113
$135M 0.01%
3,903,876
-9,878
1114
$135M 0.01%
944,098
+86,169
1115
$135M 0.01%
1,971,206
+434,313
1116
$134M 0.01%
2,689,554
+211,835
1117
$134M 0.01%
2,388,874
+102,683
1118
$134M 0.01%
4,019,505
+1,572,619
1119
$134M 0.01%
2,777,158
+136,698
1120
$134M 0.01%
2,428,689
+1,385,804
1121
$133M 0.01%
5,284,120
+1,527,565
1122
$133M 0.01%
4,350,341
+458,496
1123
$133M 0.01%
592,740
+34,023
1124
$133M 0.01%
1,049,166
-6,931
1125
$133M 0.01%
7,011,970
+1,083,125
43 44
45
46 47