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
1626
$69.4M ﹤0.01%
502,315
+200,277
1627
$69.3M ﹤0.01%
760,051
+117,462
1628
$69.3M ﹤0.01%
1,602,812
+34,998
1629
$69.2M ﹤0.01%
601,115
+12,494
1630
$69.1M ﹤0.01%
3,183,523
+788,968
1631
$69.1M ﹤0.01%
5,005,243
+717,870
1632
$69M ﹤0.01%
1,740,805
+1,556,444
1633
$69M ﹤0.01%
2,680,823
+320,632
1634
$68.9M ﹤0.01%
4,391,552
-2,796,678
1635
$68.8M ﹤0.01%
1,934,288
-42,459
1636
$68.7M ﹤0.01%
1,131,998
+182,154
1637
$68.7M ﹤0.01%
2,177,560
-295,444
1638
$68.6M ﹤0.01%
4,830,879
+374,586
1639
$68.4M ﹤0.01%
1,076,624
+304,244
1640
$68M ﹤0.01%
7,403,239
+222,017
1641
$67.9M ﹤0.01%
1,201,034
+192,472
1642
$67.8M ﹤0.01%
533,173
-11,963
1643
$67.7M ﹤0.01%
2,369,089
+1,318,405
1644
$67.6M ﹤0.01%
685,286
-370,679
1645
$67.5M ﹤0.01%
28,022,484
+6,916,090
1646
$67.5M ﹤0.01%
447,309
-6,250
1647
$67.4M ﹤0.01%
620,585
-126,437
1648
$67.4M ﹤0.01%
1,449,984
+360,836
1649
$67.1M ﹤0.01%
789,600
-99,349
1650
$66.7M ﹤0.01%
1,675,368
+436,471
64 65
66
67 68