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
2001
$45.8M ﹤0.01%
2,322,813
-49,369
2002
$45.7M ﹤0.01%
648,945
+10,949
2003
$45.7M ﹤0.01%
947,790
-172,112
2004
$45.7M ﹤0.01%
3,730,578
+132,004
2005
$45.6M ﹤0.01%
1,427,436
-7,474
2006
$45.6M ﹤0.01%
599,903
-6,030
2007
$45.6M ﹤0.01%
451,836
+163,361
2008
$45.5M ﹤0.01%
2,189,547
+2,148,748
2009
$45.5M ﹤0.01%
1,314,235
+143,645
2010
$45.4M ﹤0.01%
406,806
-61,974
2011
$45.4M ﹤0.01%
3,038,760
+344,739
2012
$45.3M ﹤0.01%
1,234,065
+121,955
2013
$45.3M ﹤0.01%
826,986
+85,393
2014
$45.3M ﹤0.01%
1,999,183
-436,926
2015
$45.2M ﹤0.01%
988,858
+825,115
2016
$45.1M ﹤0.01%
458,123
+105,876
2017
$45.1M ﹤0.01%
526,156
+8,207
2018
$45.1M ﹤0.01%
37,184
+808
2019
$45.1M ﹤0.01%
1,835,123
+500,107
2020
$45.1M ﹤0.01%
847,616
-256,359
2021
$45.1M ﹤0.01%
523,580
+32,673
2022
$45.1M ﹤0.01%
293,512
+25,398
2023
$45.1M ﹤0.01%
406,602
+10,260
2024
$45M ﹤0.01%
487,070
+274,604
2025
$44.9M ﹤0.01%
1,237,863
-9,878
79 80
81
82 83