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
2076
$42.6M ﹤0.01%
1,271,955
-2,274,987
2077
$42.5M ﹤0.01%
1,476,326
+64,020
2078
$42.5M ﹤0.01%
919,747
+213,021
2079
$42.5M ﹤0.01%
101,814
+5,137
2080
$42.5M ﹤0.01%
921,626
+105,667
2081
$42.5M ﹤0.01%
1,354,755
+248,526
2082
$42.5M ﹤0.01%
2,172,900
+27,783
2083
$42.4M ﹤0.01%
1,250,270
+201,287
2084
$42.4M ﹤0.01%
1,163,315
+414,221
2085
$42.3M ﹤0.01%
548,220
-266,731
2086
$42.3M ﹤0.01%
2,356,044
-24,311
2087
$42.2M ﹤0.01%
3,798,551
-37,568
2088
$41.9M ﹤0.01%
446,398
-39,123
2089
$41.9M ﹤0.01%
811,720
-40,993
2090
$41.9M ﹤0.01%
1,390,143
+344,440
2091
$41.9M ﹤0.01%
407,474
+79,827
2092
$41.8M ﹤0.01%
1,118,756
-712,550
2093
$41.8M ﹤0.01%
1,633,822
-126,565
2094
$41.8M ﹤0.01%
5,112,684
-2,518,466
2095
$41.8M ﹤0.01%
2,689,945
+595,863
2096
$41.8M ﹤0.01%
535,913
-254,587
2097
$41.8M ﹤0.01%
3,111,241
+1,520,719
2098
$41.7M ﹤0.01%
1,831,058
+385,607
2099
$41.7M ﹤0.01%
309,794
-42,666
2100
$41.6M ﹤0.01%
526,441
+52,973
82 83
84
85 86