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
1276
$105M 0.01%
959,552
-64,830
1277
$105M 0.01%
2,533,697
+571,867
1278
$105M 0.01%
2,100,934
+545,389
1279
$105M 0.01%
4,510,759
+429,013
1280
$105M 0.01%
583,401
-70,485
1281
$105M 0.01%
6,662,406
+116,080
1282
$105M 0.01%
1,043,791
-15,865
1283
$105M 0.01%
24,644,215
+4,054,888
1284
$105M 0.01%
1,009,987
-95,002
1285
$105M 0.01%
15,082,051
-1,970,267
1286
$105M 0.01%
1,430,352
-296,961
1287
$104M 0.01%
1,207,211
+104,752
1288
$104M 0.01%
2,674,448
-1,709,641
1289
$104M 0.01%
2,054,061
-133,093
1290
$104M 0.01%
427,048
-47,718
1291
$104M 0.01%
4,269,511
+89,258
1292
$104M 0.01%
4,882,869
+241,736
1293
$103M 0.01%
3,154,706
+419,714
1294
$103M 0.01%
9,471,741
-627,220
1295
$103M 0.01%
3,677,733
-125,571
1296
$103M 0.01%
1,711,271
+949,998
1297
$103M 0.01%
666,674
+232,646
1298
$103M 0.01%
4,048,765
+307,887
1299
$103M 0.01%
11,601,622
+259,265
1300
$103M 0.01%
1,049,062
-128,835
50 51
52
53 54