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
1551
$75.6M ﹤0.01%
710,318
+24,065
1552
$75.5M ﹤0.01%
1,672,173
-37,583
1553
$75.5M ﹤0.01%
2,659,805
+252,514
1554
$75.2M ﹤0.01%
1,694,024
-208,483
1555
$75.2M ﹤0.01%
1,511,459
+115,104
1556
$75.1M ﹤0.01%
3,645,887
+85,907
1557
$75M ﹤0.01%
247,962
-136,866
1558
$75M ﹤0.01%
1,839,382
-205,373
1559
$74.9M ﹤0.01%
2,481,737
+293,249
1560
$74.8M ﹤0.01%
4,658,184
+325,157
1561
$74.7M ﹤0.01%
1,184,439
-63,815
1562
$74.7M ﹤0.01%
798,905
-288,346
1563
$74.7M ﹤0.01%
24,162,383
+369,994
1564
$74.5M ﹤0.01%
1,208,246
+158,523
1565
$74.5M ﹤0.01%
1,163,259
+225,227
1566
$74.4M ﹤0.01%
4,652,578
+689,319
1567
$74.3M ﹤0.01%
3,581,267
-54,951
1568
$74.1M ﹤0.01%
1,936,853
-56,094
1569
$73.9M ﹤0.01%
479,182
-73,490
1570
$73.9M ﹤0.01%
777,798
-145,896
1571
$73.7M ﹤0.01%
2,423,442
+1,533,394
1572
$73.5M ﹤0.01%
1,383,761
-391,564
1573
$73.5M ﹤0.01%
1,230,718
+129,330
1574
$73.3M ﹤0.01%
3,279,644
-151,986
1575
$73.1M ﹤0.01%
3,762,311
-1,205,854
61 62
63
64 65