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
2151
$38.9M ﹤0.01%
1,544,967
+422,678
2152
$38.9M ﹤0.01%
1,182,289
+366,340
2153
$38.9M ﹤0.01%
889,966
+232,768
2154
$38.9M ﹤0.01%
940,907
+412,035
2155
$38.8M ﹤0.01%
313,723
-3,247
2156
$38.7M ﹤0.01%
2,100,644
+266,231
2157
$38.7M ﹤0.01%
678,383
+78,150
2158
$38.7M ﹤0.01%
1,051,037
-204,650
2159
$38.6M ﹤0.01%
950,411
+429,297
2160
$38.6M ﹤0.01%
1,705,132
-181,164
2161
$38.6M ﹤0.01%
4,116,861
+315,166
2162
$38.6M ﹤0.01%
3,004,593
-56,398
2163
$38.6M ﹤0.01%
2,633,017
+232,527
2164
$38.6M ﹤0.01%
3,149,726
+153,681
2165
$38.3M ﹤0.01%
550,161
+42,781
2166
$38.3M ﹤0.01%
876,424
+61,699
2167
$38.3M ﹤0.01%
+332,530
2168
$38.3M ﹤0.01%
609,026
+44,766
2169
$38.3M ﹤0.01%
2,566,547
+126,680
2170
$38.3M ﹤0.01%
5,601,225
-49,714
2171
$38.2M ﹤0.01%
1,545,023
+252,433
2172
$38.2M ﹤0.01%
4,904,242
+240,975
2173
$38.1M ﹤0.01%
1,302,254
-83,330
2174
$38.1M ﹤0.01%
412,952
+91,263
2175
$38.1M ﹤0.01%
2,047,928
+46,815
85 86
87
88 89