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
1701
$63.3M ﹤0.01%
246,868
+58,154
1702
$63.2M ﹤0.01%
1,665,957
+547,506
1703
$63.2M ﹤0.01%
4,687,672
+28,106
1704
$63.1M ﹤0.01%
1,007,334
+455,048
1705
$63.1M ﹤0.01%
388,386
+31,001
1706
$63.1M ﹤0.01%
1,251,697
+549,629
1707
$62.8M ﹤0.01%
1,157,427
-273,623
1708
$62.8M ﹤0.01%
20,786,088
-5,871,443
1709
$62.7M ﹤0.01%
1,183,418
+15,513
1710
$62.7M ﹤0.01%
569,993
+129,792
1711
$62.6M ﹤0.01%
4,604,481
-80,136
1712
$62.6M ﹤0.01%
1,475,224
-36,641
1713
$62.5M ﹤0.01%
1,266,672
-454,239
1714
$62.5M ﹤0.01%
801,248
-558,784
1715
$62.4M ﹤0.01%
911,001
-293,660
1716
$62.4M ﹤0.01%
330,359
+124,246
1717
$62.3M ﹤0.01%
409,922
-186,465
1718
$62.3M ﹤0.01%
2,164,868
+310,588
1719
$62M ﹤0.01%
2,947,392
+288,873
1720
$61.9M ﹤0.01%
4,132,597
+1,099,869
1721
$61.8M ﹤0.01%
2,326,740
-436,225
1722
$61.7M ﹤0.01%
2,625,775
+476,935
1723
$61.7M ﹤0.01%
633,942
-134,149
1724
$61.6M ﹤0.01%
840,281
+292,070
1725
$61.4M ﹤0.01%
3,873,417
+223,974
67 68
69
70 71