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
2051
$43.7M ﹤0.01%
1,451,842
-54,926
2052
$43.6M ﹤0.01%
529,067
+60,743
2053
$43.5M ﹤0.01%
1,228,139
-24,154
2054
$43.4M ﹤0.01%
896,565
-41,276
2055
$43.3M ﹤0.01%
190,021
-885
2056
$43.3M ﹤0.01%
230,030
+735
2057
$43.3M ﹤0.01%
1,085,298
+39,700
2058
$43.2M ﹤0.01%
387,056
+6,969
2059
$43.1M ﹤0.01%
6,268,569
+222,516
2060
$43.1M ﹤0.01%
7,267,697
+614,576
2061
$43.1M ﹤0.01%
1,792,667
+71,227
2062
$43M ﹤0.01%
883,415
+875,198
2063
$43M ﹤0.01%
4,008,799
-5,841,264
2064
$43M ﹤0.01%
2,429,593
-59,459
2065
$42.9M ﹤0.01%
2,949,365
+1,547,712
2066
$42.9M ﹤0.01%
1,125,012
+71,448
2067
$42.9M ﹤0.01%
2,166,750
+30,969
2068
$42.8M ﹤0.01%
1,222,577
+217,566
2069
$42.8M ﹤0.01%
201,932
+5,516
2070
$42.8M ﹤0.01%
432,042
-303,224
2071
$42.7M ﹤0.01%
223,104
-15,268
2072
$42.7M ﹤0.01%
2,027,879
+32,680
2073
$42.7M ﹤0.01%
574,312
+85,972
2074
$42.7M ﹤0.01%
1,907,479
-72,285
2075
$42.6M ﹤0.01%
+930,710
81 82
83
84 85