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
1951
$48.9M ﹤0.01%
1,281,194
-19,179
1952
$48.8M ﹤0.01%
1,157,176
+196,278
1953
$48.8M ﹤0.01%
455,204
+413,778
1954
$48.8M ﹤0.01%
2,502,183
-3,950,208
1955
$48.7M ﹤0.01%
70,529
+20,047
1956
$48.7M ﹤0.01%
175,296
+14,696
1957
$48.7M ﹤0.01%
5,172,071
1958
$48.7M ﹤0.01%
268,493
+48,769
1959
$48.6M ﹤0.01%
1,192,954
-78,949
1960
$48.6M ﹤0.01%
494,258
+41,476
1961
$48.6M ﹤0.01%
1,868,148
+923,067
1962
$48.5M ﹤0.01%
1,133,516
+79,029
1963
$48.4M ﹤0.01%
1,080,424
+117,361
1964
$48.4M ﹤0.01%
1,912,202
-22,762
1965
$48.3M ﹤0.01%
1,109,644
-464,660
1966
$48.3M ﹤0.01%
2,920,697
+216,337
1967
$48.3M ﹤0.01%
3,934,010
-876,770
1968
$48.2M ﹤0.01%
1,523,042
-569,817
1969
$48.1M ﹤0.01%
362,964
-15,733
1970
$48.1M ﹤0.01%
753,625
-191,450
1971
$48.1M ﹤0.01%
669,924
+64,406
1972
$48M ﹤0.01%
868,963
+371,858
1973
$47.9M ﹤0.01%
200,865
+15,716
1974
$47.8M ﹤0.01%
983,310
+271,528
1975
$47.8M ﹤0.01%
940,489
+315,551
77 78
79
80 81