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
2301
$33.2M ﹤0.01%
491,264
+39,326
2302
$33.1M ﹤0.01%
524,480
+20,431
2303
$33.1M ﹤0.01%
637,534
+90,838
2304
$33.1M ﹤0.01%
180,670
+27,540
2305
$33.1M ﹤0.01%
767,861
-1,536
2306
$33.1M ﹤0.01%
1,131,824
+531,816
2307
$33M ﹤0.01%
3,375,242
-39,108
2308
$32.8M ﹤0.01%
638,172
+258,641
2309
$32.8M ﹤0.01%
1,089,787
-14,790
2310
$32.8M ﹤0.01%
+509,923
2311
$32.8M ﹤0.01%
638,233
+227,144
2312
$32.8M ﹤0.01%
225,991
-68,312
2313
$32.7M ﹤0.01%
162,780
+71,377
2314
$32.7M ﹤0.01%
1,629,205
+547,547
2315
$32.7M ﹤0.01%
7,588,521
-1,045,542
2316
$32.7M ﹤0.01%
416,895
-41,330
2317
$32.7M ﹤0.01%
1,530,188
-879,159
2318
$32.6M ﹤0.01%
2,093,650
+32,475
2319
$32.6M ﹤0.01%
337,168
+35,131
2320
$32.6M ﹤0.01%
1,184,324
+35,620
2321
$32.6M ﹤0.01%
696,811
+290,947
2322
$32.6M ﹤0.01%
716,287
+33,980
2323
$32.6M ﹤0.01%
511,564
+108,266
2324
$32.5M ﹤0.01%
742,042
+70,660
2325
$32.4M ﹤0.01%
596,714
+53,262
91 92
93
94 95