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
101
$2.76B 0.18%
14,135,647
+315,847
102
$2.76B 0.18%
17,707,439
+4,961,396
103
$2.69B 0.18%
19,367,119
+1,061,234
104
$2.61B 0.17%
8,097,327
+735,569
105
$2.61B 0.17%
45,833,158
+1,921,645
106
$2.6B 0.17%
9,438,838
-1,124,021
107
$2.59B 0.17%
12,674,587
+144,584
108
$2.55B 0.17%
30,757,000
-2,862,624
109
$2.53B 0.16%
22,835,109
+3,034,129
110
$2.5B 0.16%
11,257,008
+517,768
111
$2.47B 0.16%
7,187,411
+90,096
112
$2.46B 0.16%
5,314,325
+330,891
113
$2.46B 0.16%
6,220,256
+97,637
114
$2.43B 0.16%
49,164,716
+1,995,202
115
$2.42B 0.16%
11,658,188
-258,720
116
$2.35B 0.15%
27,573,412
-1,439,686
117
$2.33B 0.15%
44,536,194
-12,409,511
118
$2.31B 0.15%
45,265,532
+1,419,559
119
$2.29B 0.15%
36,956,707
+36,351
120
$2.29B 0.15%
9,621,780
+76,907
121
$2.28B 0.15%
24,833,599
-2,189,674
122
$2.27B 0.15%
7,092,653
-48,811
123
$2.26B 0.15%
9,819,677
-458,543
124
$2.25B 0.15%
8,041,443
+9,936
125
$2.24B 0.15%
11,332,681
-1,024,250
3 4
5
6 7