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
1351
$96.9M 0.01%
2,694,666
-336,326
1352
$96.7M 0.01%
1,133,053
+20,480
1353
$96.6M 0.01%
3,979,182
+207,984
1354
$96.3M 0.01%
779,081
-31,181
1355
$96.2M 0.01%
2,791,292
-220,513
1356
$95.8M 0.01%
1,307,294
-267,874
1357
$95.7M 0.01%
1,767,439
+1,142,519
1358
$95.7M 0.01%
3,446,298
-57,542
1359
$95.6M 0.01%
9,254,385
+2,165,375
1360
$95.5M 0.01%
828,334
-33,764
1361
$95.5M 0.01%
8,849,479
-3,911,006
1362
$95.3M 0.01%
3,785,559
+183
1363
$95.3M 0.01%
3,635,724
+407,866
1364
$95.2M 0.01%
1,932,977
-118,647
1365
$95.1M 0.01%
1,838,363
+190,316
1366
$95M 0.01%
699,820
+17,654
1367
$94.9M 0.01%
499,819
+36,742
1368
$94.9M 0.01%
424,807
+110,258
1369
$94.5M 0.01%
770,969
+34,339
1370
$94.5M 0.01%
4,791,456
+2,124,429
1371
$94.4M 0.01%
2,576,155
+403,729
1372
$94.2M 0.01%
992,130
+66,764
1373
$94.2M 0.01%
2,813,773
-857,065
1374
$94.2M 0.01%
1,914,310
-70,225
1375
$94.1M 0.01%
385,180
-8,012
53 54
55
56 57