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
1301
$102M 0.01%
965,747
+204,151
1302
$102M 0.01%
2,139,222
-49,746
1303
$102M 0.01%
4,744,554
+3,003,636
1304
$102M 0.01%
1,282,742
-65,289
1305
$102M 0.01%
1,555,179
+179,416
1306
$102M 0.01%
3,118,575
+111,536
1307
$102M 0.01%
1,003,634
+39,100
1308
$102M 0.01%
968,679
+58,478
1309
$102M 0.01%
3,128,100
-73,387
1310
$102M 0.01%
9,892,816
+122,699
1311
$101M 0.01%
5,158,182
-522,937
1312
$101M 0.01%
644,388
+64,241
1313
$101M 0.01%
5,365,655
+1,111,291
1314
$101M 0.01%
3,782,708
+985,395
1315
$101M 0.01%
861,760
+16,216
1316
$101M 0.01%
1,328,095
-47,059
1317
$101M 0.01%
749,212
-53,309
1318
$101M 0.01%
3,491,282
-45,866
1319
$100M 0.01%
2,622,326
-266,962
1320
$100M 0.01%
1,783,166
-75,720
1321
$100M 0.01%
628,663
+66,826
1322
$100M 0.01%
1,254,715
+60,011
1323
$99.9M 0.01%
5,952,701
+633,359
1324
$99.8M 0.01%
3,079,410
+59,432
1325
$99.8M 0.01%
2,572,173
-760,323
51 52
53
54 55