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
2101
$41.6M ﹤0.01%
366,468
-210,594
2102
$41.6M ﹤0.01%
854,145
+66,022
2103
$41.5M ﹤0.01%
1,869,840
+1,365,204
2104
$41.4M ﹤0.01%
254,010
+5,841
2105
$41.4M ﹤0.01%
2,265,865
+343,835
2106
$41.4M ﹤0.01%
1,116,401
+217,443
2107
$41.3M ﹤0.01%
1,968,151
+123,813
2108
$41.2M ﹤0.01%
474,093
-100,705
2109
$41.1M ﹤0.01%
916,908
+56,089
2110
$41M ﹤0.01%
170,103
-26,521
2111
$41M ﹤0.01%
1,203,935
+244,107
2112
$40.8M ﹤0.01%
411,130
+9,112
2113
$40.8M ﹤0.01%
605,503
+244,970
2114
$40.8M ﹤0.01%
5,560,989
-177,173
2115
$40.7M ﹤0.01%
2,546,111
+539,699
2116
$40.6M ﹤0.01%
3,845,572
-75,861
2117
$40.6M ﹤0.01%
181,205
+12,335
2118
$40.6M ﹤0.01%
3,573,976
-16,849
2119
$40.5M ﹤0.01%
360,473
+209,757
2120
$40.5M ﹤0.01%
766,977
-68,714
2121
$40.5M ﹤0.01%
136,618
-71,033
2122
$40.4M ﹤0.01%
3,486,955
+712,864
2123
$40.4M ﹤0.01%
2,684,676
+157,007
2124
$40.4M ﹤0.01%
2,581,005
+109,208
2125
$40.4M ﹤0.01%
1,596,453
+130,960
83 84
85
86 87