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
2276
$34.1M ﹤0.01%
1,607,994
+252,968
2277
$34M ﹤0.01%
354,441
+23,552
2278
$34M ﹤0.01%
2,478,470
+1,620,743
2279
$34M ﹤0.01%
588,759
+86,006
2280
$33.9M ﹤0.01%
66,626
+23,171
2281
$33.9M ﹤0.01%
408,592
+40,648
2282
$33.8M ﹤0.01%
1,255,979
+160,143
2283
$33.8M ﹤0.01%
6,256,233
+1,460,089
2284
$33.7M ﹤0.01%
1,653,333
-196,255
2285
$33.7M ﹤0.01%
1,289,052
+409,257
2286
$33.5M ﹤0.01%
2,211,250
+221,146
2287
$33.5M ﹤0.01%
832,122
-25,018
2288
$33.5M ﹤0.01%
1,432,845
+173,702
2289
$33.5M ﹤0.01%
5,585,017
+1,553,051
2290
$33.4M ﹤0.01%
3,340,256
+1,360,111
2291
$33.4M ﹤0.01%
346,690
+36,034
2292
$33.4M ﹤0.01%
238,644
-30,187
2293
$33.4M ﹤0.01%
1,498,260
+98,908
2294
$33.3M ﹤0.01%
441,396
+37,331
2295
$33.2M ﹤0.01%
720,475
-178,484
2296
$33.2M ﹤0.01%
430,896
+31,398
2297
$33.2M ﹤0.01%
2,963,021
-15,109
2298
$33.2M ﹤0.01%
98,733
+14,037
2299
$33.2M ﹤0.01%
576,372
+54,018
2300
$33.2M ﹤0.01%
4,008,317
+974,315
90 91
92
93 94