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
2251
$35M ﹤0.01%
1,040,636
+572,581
2252
$35M ﹤0.01%
1,812,379
+348,330
2253
$34.9M ﹤0.01%
1,701,965
+123,041
2254
$34.8M ﹤0.01%
721,560
+51,646
2255
$34.8M ﹤0.01%
1,300,786
+283,601
2256
$34.7M ﹤0.01%
309,417
+6,521
2257
$34.7M ﹤0.01%
299,481
-23,385
2258
$34.7M ﹤0.01%
1,579,020
-601,004
2259
$34.6M ﹤0.01%
10,094,319
-10,753,162
2260
$34.6M ﹤0.01%
156,770
+24,987
2261
$34.6M ﹤0.01%
779,867
+65,843
2262
$34.6M ﹤0.01%
243,159
+17,005
2263
$34.5M ﹤0.01%
641,352
-9,140
2264
$34.4M ﹤0.01%
1,336,581
-130,139
2265
$34.4M ﹤0.01%
469,073
-1,561
2266
$34.4M ﹤0.01%
742,510
+1,462
2267
$34.3M ﹤0.01%
2,329,671
+926,987
2268
$34.3M ﹤0.01%
1,305,680
+194,769
2269
$34.2M ﹤0.01%
3,029,564
-3,566,730
2270
$34.2M ﹤0.01%
443,773
-16,471
2271
$34.1M ﹤0.01%
758,614
-346,007
2272
$34.1M ﹤0.01%
4,574,124
-57,523
2273
$34.1M ﹤0.01%
1,676,224
-151,234
2274
$34.1M ﹤0.01%
1,019,188
+618,135
2275
$34.1M ﹤0.01%
517,513
+55,180
89 90
91
92 93