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
1201
$116M 0.01%
2,216,823
+1,904,214
1202
$116M 0.01%
408,210
+60,778
1203
$116M 0.01%
1,719,472
-177,993
1204
$116M 0.01%
954,253
-124,438
1205
$116M 0.01%
10,512,281
+954,619
1206
$116M 0.01%
2,630,368
-429,234
1207
$116M 0.01%
4,723,317
+168,262
1208
$116M 0.01%
1,149,499
-32,217
1209
$116M 0.01%
1,290,730
+611,092
1210
$116M 0.01%
803,310
-13,031
1211
$116M 0.01%
1,884,030
+547,393
1212
$116M 0.01%
1,882,971
+560,741
1213
$116M 0.01%
1,102,470
-340,330
1214
$115M 0.01%
2,834,953
+554,118
1215
$115M 0.01%
401,480
+7,351
1216
$115M 0.01%
912,135
+136,698
1217
$115M 0.01%
1,843,990
-180,910
1218
$115M 0.01%
3,033,779
+1,403,267
1219
$115M 0.01%
442,960
+16,355
1220
$115M 0.01%
754,863
+295,854
1221
$114M 0.01%
2,196,224
-7,056
1222
$114M 0.01%
2,258,111
-40,703
1223
$114M 0.01%
397,514
-23,281
1224
$114M 0.01%
1,603,192
+138,379
1225
$114M 0.01%
5,048,466
+94,103
47 48
49
50 51