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
1976
$47.8M ﹤0.01%
5,329,679
+3,032,005
1977
$47.7M ﹤0.01%
576,313
-93,314
1978
$47.7M ﹤0.01%
18,423,994
+6,480,573
1979
$47.7M ﹤0.01%
1,524,321
-2,570,620
1980
$47.6M ﹤0.01%
836,286
+42,327
1981
$47.4M ﹤0.01%
538,398
+446,997
1982
$47.3M ﹤0.01%
8,175,243
-17,226
1983
$47.1M ﹤0.01%
3,449,055
+58,769
1984
$47.1M ﹤0.01%
430,893
-133,833
1985
$46.9M ﹤0.01%
3,156,348
+203,301
1986
$46.8M ﹤0.01%
447,919
-9,497
1987
$46.6M ﹤0.01%
2,244,727
+1,075,582
1988
$46.6M ﹤0.01%
392,897
-12,642
1989
$46.5M ﹤0.01%
1,307,853
-162,522
1990
$46.5M ﹤0.01%
1,241,263
+820,624
1991
$46.5M ﹤0.01%
4,463,226
+1,633,418
1992
$46.2M ﹤0.01%
4,125,074
+205,355
1993
$46.1M ﹤0.01%
886,626
-53,879
1994
$46.1M ﹤0.01%
2,196,122
+236,132
1995
$45.9M ﹤0.01%
1,501,733
-40,279
1996
$45.9M ﹤0.01%
1,046,171
+58,932
1997
$45.9M ﹤0.01%
959,617
+70,324
1998
$45.9M ﹤0.01%
598,278
+86,478
1999
$45.9M ﹤0.01%
451,126
+203,401
2000
$45.8M ﹤0.01%
4,478,944
+1,336,078
78 79
80
81 82