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
1826
$55.3M ﹤0.01%
1,939,918
+83,576
1827
$55.3M ﹤0.01%
3,786,523
-757,646
1828
$55.2M ﹤0.01%
6,886,989
+106,206
1829
$55.2M ﹤0.01%
999,855
+337,823
1830
$55.2M ﹤0.01%
765,384
-75,239
1831
$55.1M ﹤0.01%
2,225,103
-116,917
1832
$55.1M ﹤0.01%
2,392,721
+60,463
1833
$55M ﹤0.01%
852,058
+6,348
1834
$54.9M ﹤0.01%
4,973,836
+216,592
1835
$54.7M ﹤0.01%
1,930,472
+6,836
1836
$54.7M ﹤0.01%
236,698
-9,630
1837
$54.6M ﹤0.01%
7,558,590
+4,974,969
1838
$54.4M ﹤0.01%
1,826,858
+302,740
1839
$54.4M ﹤0.01%
46,325
+1,556
1840
$54.3M ﹤0.01%
1,375,599
+391,826
1841
$54.2M ﹤0.01%
698,179
-89,325
1842
$54.2M ﹤0.01%
1,911,691
+408,643
1843
$54.2M ﹤0.01%
2,047,158
+269,870
1844
$54.1M ﹤0.01%
1,741,368
-1,553
1845
$54.1M ﹤0.01%
1,324,135
+170,440
1846
$54.1M ﹤0.01%
1,420,506
-178,407
1847
$54M ﹤0.01%
846,514
-112,964
1848
$54M ﹤0.01%
3,498,336
-371,879
1849
$53.8M ﹤0.01%
1,362,209
+218,028
1850
$53.8M ﹤0.01%
1,684,449
+117,445
72 73
74
75 76