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
1926
$50.3M ﹤0.01%
225,148
-41,485
1927
$50.3M ﹤0.01%
4,237,804
+384,841
1928
$50.2M ﹤0.01%
2,014,411
-781,784
1929
$50.2M ﹤0.01%
1,048,296
+23,476
1930
$50.1M ﹤0.01%
1,293,988
+556,848
1931
$50.1M ﹤0.01%
1,783,915
+970,756
1932
$50M ﹤0.01%
379,778
+35,148
1933
$50M ﹤0.01%
928,171
+385,331
1934
$49.9M ﹤0.01%
323,478
+78,354
1935
$49.8M ﹤0.01%
642,889
+878
1936
$49.7M ﹤0.01%
1,773,495
+189,106
1937
$49.5M ﹤0.01%
2,050,787
+531,625
1938
$49.5M ﹤0.01%
155,192
+29,740
1939
$49.4M ﹤0.01%
219,706
+31,717
1940
$49.3M ﹤0.01%
2,262,532
-969,597
1941
$49.3M ﹤0.01%
11,262,887
-5,825,011
1942
$49.3M ﹤0.01%
180,187
-8,086
1943
$49.3M ﹤0.01%
285,171
-48,385
1944
$49.2M ﹤0.01%
1,174,951
-21,234
1945
$49.2M ﹤0.01%
546,347
-167,832
1946
$49.2M ﹤0.01%
468,716
+170,290
1947
$49.2M ﹤0.01%
1,333,098
-4,344
1948
$49.1M ﹤0.01%
4,303,507
+1,352,186
1949
$49.1M ﹤0.01%
2,201,349
-243,814
1950
$49.1M ﹤0.01%
11,490,779
-92,559
76 77
78
79 80