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
1776
$58.8M ﹤0.01%
1,221,760
+214,611
1777
$58.7M ﹤0.01%
1,404,567
+30,118
1778
$58.7M ﹤0.01%
3,786,392
+409,300
1779
$58.6M ﹤0.01%
1,247,783
+352,208
1780
$58.6M ﹤0.01%
2,734,527
+1,719,212
1781
$58.6M ﹤0.01%
737,563
+13,065
1782
$58.5M ﹤0.01%
1,301,333
+371,372
1783
$58.5M ﹤0.01%
643,846
+140,369
1784
$58.4M ﹤0.01%
5,348,264
+56,858
1785
$58.4M ﹤0.01%
3,818,461
-357,980
1786
$58.2M ﹤0.01%
553,808
+59,009
1787
$58.2M ﹤0.01%
661,840
-33,384
1788
$58.2M ﹤0.01%
2,802,871
-121,775
1789
$58.1M ﹤0.01%
1,495,655
-21,681
1790
$58M ﹤0.01%
1,342,378
-156,241
1791
$58M ﹤0.01%
2,417,141
+91,120
1792
$57.8M ﹤0.01%
513,527
-28,238
1793
$57.8M ﹤0.01%
3,355,362
+977,362
1794
$57.8M ﹤0.01%
593,470
+36,714
1795
$57.7M ﹤0.01%
3,811,934
-368,877
1796
$57.7M ﹤0.01%
1,226,055
+36,396
1797
$57.4M ﹤0.01%
2,610,653
+232,670
1798
$57.4M ﹤0.01%
10,640,087
+848,272
1799
$57.2M ﹤0.01%
811,143
-7,669
1800
$57.1M ﹤0.01%
2,280,690
-731,425
70 71
72
73 74