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
1451
$84.9M 0.01%
1,189,468
-50,649
1452
$84.8M 0.01%
12,967,203
+7,019,505
1453
$84.7M 0.01%
489,656
+4,833
1454
$84.6M 0.01%
219,775
+24,093
1455
$84.5M 0.01%
2,184,451
-667,870
1456
$84.4M 0.01%
1,113,478
+108,311
1457
$84.2M 0.01%
1,428,991
-86,706
1458
$84.2M 0.01%
4,472,337
+166,613
1459
$84.2M 0.01%
732,006
-381,618
1460
$84.2M 0.01%
475,979
-94,652
1461
$84.1M 0.01%
757,246
+217,677
1462
$84.1M 0.01%
761,710
+132,832
1463
$84.1M 0.01%
5,759,623
+149,727
1464
$84.1M 0.01%
580,027
-7,519
1465
$83.8M 0.01%
754,105
+132,451
1466
$83.8M 0.01%
3,392,807
-2,117
1467
$83.8M 0.01%
1,111,788
-49,740
1468
$83.7M 0.01%
1,539,791
+189,842
1469
$83.7M 0.01%
1,753,624
+538,374
1470
$83.5M 0.01%
2,730,393
+95,936
1471
$83.3M 0.01%
1,543,151
+63,992
1472
$83.3M 0.01%
2,055,718
+42,941
1473
$83.1M 0.01%
3,556,598
-319,626
1474
$83.1M 0.01%
1,831,749
+198,978
1475
$83M 0.01%
1,469,638
+180,178
57 58
59
60 61