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
1226
$113M 0.01%
897,195
-18,669
1227
$113M 0.01%
629,289
+30,489
1228
$113M 0.01%
3,850,319
+85,137
1229
$113M 0.01%
720,754
+17,760
1230
$113M 0.01%
997,962
-28,378
1231
$113M 0.01%
2,572,467
+1,135,459
1232
$113M 0.01%
490,209
+183,803
1233
$113M 0.01%
907,936
-28,373
1234
$113M 0.01%
2,041,797
-141,593
1235
$113M 0.01%
2,054,586
-95,426
1236
$113M 0.01%
4,345,569
+1,825,027
1237
$112M 0.01%
4,883,653
+1,874,822
1238
$112M 0.01%
623,260
+76,462
1239
$111M 0.01%
1,499,019
-51,059
1240
$111M 0.01%
6,613,553
-4,384,373
1241
$111M 0.01%
2,381,497
-54,550
1242
$110M 0.01%
609,958
+36,782
1243
$110M 0.01%
898,233
+74,817
1244
$110M 0.01%
2,404,528
+190,200
1245
$110M 0.01%
+7,554,358
1246
$110M 0.01%
747,006
+43,170
1247
$110M 0.01%
3,200,238
+1,271,249
1248
$110M 0.01%
3,612,679
-1,733,964
1249
$110M 0.01%
665,523
+44,910
1250
$110M 0.01%
772,254
+21,052
48 49
50
51 52