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
2026
$44.8M ﹤0.01%
2,044,732
+7,492
2027
$44.8M ﹤0.01%
1,584,239
+981,726
2028
$44.8M ﹤0.01%
1,101,055
-10,226
2029
$44.8M ﹤0.01%
1,831,253
+466,702
2030
$44.8M ﹤0.01%
691,882
+36,346
2031
$44.7M ﹤0.01%
717,461
+37,743
2032
$44.7M ﹤0.01%
1,366,798
+421,640
2033
$44.6M ﹤0.01%
1,872,708
+2,869
2034
$44.6M ﹤0.01%
429,945
+148,136
2035
$44.5M ﹤0.01%
1,629,487
-65,361
2036
$44.5M ﹤0.01%
735,943
+161,340
2037
$44.4M ﹤0.01%
774,257
+62,831
2038
$44.4M ﹤0.01%
107,863
+38,674
2039
$44.4M ﹤0.01%
816,367
-178,946
2040
$44.4M ﹤0.01%
864,748
+234,049
2041
$44.3M ﹤0.01%
510,764
+57,815
2042
$44.3M ﹤0.01%
1,701,008
-86,326
2043
$44.3M ﹤0.01%
1,745,804
+121,714
2044
$44.2M ﹤0.01%
1,200,446
+589,704
2045
$44.1M ﹤0.01%
12,055,947
-60,028
2046
$44.1M ﹤0.01%
847,260
+26,390
2047
$44.1M ﹤0.01%
2,576,916
-88,354
2048
$44M ﹤0.01%
970,858
+603,624
2049
$44M ﹤0.01%
254,785
-1,648,746
2050
$43.8M ﹤0.01%
777,838
+47,669
80 81
82
83 84