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
1126
$132M 0.01%
1,031,170
+462,471
1127
$132M 0.01%
12,383,045
-9,138,263
1128
$132M 0.01%
3,326,554
+138,623
1129
$132M 0.01%
728,227
+53,476
1130
$132M 0.01%
446,739
-65,783
1131
$132M 0.01%
57,230,405
+5,196,704
1132
$132M 0.01%
3,203,726
+322,709
1133
$131M 0.01%
1,398,077
-164,986
1134
$131M 0.01%
6,518,905
-665,224
1135
$131M 0.01%
1,465,590
-1,012,483
1136
$131M 0.01%
5,896,551
+2,117,405
1137
$131M 0.01%
4,043,450
+107,517
1138
$130M 0.01%
3,009,970
+479,318
1139
$130M 0.01%
2,519,436
-341,565
1140
$129M 0.01%
767,375
+31,593
1141
$129M 0.01%
1,127,490
+47,838
1142
$129M 0.01%
1,348,376
+34,466
1143
$128M 0.01%
3,522,786
+583,615
1144
$128M 0.01%
1,164,312
-19,188
1145
$128M 0.01%
2,463,990
-89,468
1146
$128M 0.01%
498,567
+125,899
1147
$128M 0.01%
2,562,065
+696,279
1148
$128M 0.01%
1,112,844
-109,194
1149
$128M 0.01%
878,485
-48,686
1150
$127M 0.01%
936,160
+105,660
44 45
46
47 48