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
151
$1.86B 0.12%
19,063,639
-1,288,845
152
$1.85B 0.12%
10,128,212
+573,981
153
$1.84B 0.12%
7,744,922
+88,846
154
$1.83B 0.12%
29,167,330
+1,864,293
155
$1.81B 0.12%
5,164,058
-403,225
156
$1.8B 0.12%
14,564,867
-1,313,787
157
$1.79B 0.12%
16,290,767
+6,694,538
158
$1.78B 0.12%
13,228,688
+1,108,617
159
$1.77B 0.12%
2,408,657
+2,273
160
$1.72B 0.11%
8,101,991
+4,205,878
161
$1.72B 0.11%
7,512,220
+143,750
162
$1.71B 0.11%
47,975,485
-1,016,415
163
$1.7B 0.11%
70,135,308
-10,307,009
164
$1.7B 0.11%
12,842,056
-721,097
165
$1.68B 0.11%
46,604,103
+5,574,271
166
$1.67B 0.11%
23,482,373
+3,647,049
167
$1.66B 0.11%
19,024,639
-403,255
168
$1.62B 0.11%
12,176,670
-672,656
169
$1.58B 0.1%
10,719,089
+1,713,907
170
$1.58B 0.1%
46,886,884
+865,140
171
$1.56B 0.1%
10,234,764
-1,581
172
$1.56B 0.1%
8,035,902
+396,613
173
$1.55B 0.1%
416,309
-10,069
174
$1.53B 0.1%
22,167,304
+971,086
175
$1.53B 0.1%
36,121,720
+3,479,252
5 6
7
8 9