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
1501
$81.4M 0.01%
985,573
+38,123
1502
$81.1M 0.01%
1,649,649
+147,756
1503
$81M 0.01%
702,179
-84,451
1504
$80.9M 0.01%
3,343,417
-291,274
1505
$80.4M 0.01%
4,989,730
+107,605
1506
$80.3M 0.01%
2,402,025
+203,011
1507
$80.2M 0.01%
1,258,993
-32,919
1508
$80M 0.01%
254,391
-27,649
1509
$79.8M 0.01%
1,301,434
+19,252
1510
$79.8M 0.01%
1,377,972
+372,281
1511
$79.7M 0.01%
3,268,155
+224,985
1512
$79.6M 0.01%
5,466,216
+776,771
1513
$79.5M 0.01%
3,845,769
-400,849
1514
$79.5M 0.01%
1,814,894
+1,012,619
1515
$79.5M 0.01%
1,000,020
-110,579
1516
$79.4M 0.01%
1,109,116
+78,821
1517
$79.2M 0.01%
1,558,716
+787,748
1518
$79M 0.01%
2,635,963
-815,883
1519
$78.9M 0.01%
10,385,017
+1,938,536
1520
$78.7M 0.01%
1,640,033
-542,397
1521
$78.3M 0.01%
1,840,929
+393,567
1522
$78.1M 0.01%
461,962
-8,309
1523
$78.1M 0.01%
3,659,813
+499,141
1524
$78M 0.01%
770,291
+29,994
1525
$77.9M 0.01%
1,073,390
-202,204
59 60
61
62 63