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
2376
$31M ﹤0.01%
203,406
+22,047
2377
$31M ﹤0.01%
848,610
+176,543
2378
$30.9M ﹤0.01%
1,276,359
+26,176
2379
$30.9M ﹤0.01%
4,001,615
+460
2380
$30.8M ﹤0.01%
746,305
-39,084
2381
$30.8M ﹤0.01%
1,804,469
-631,414
2382
$30.8M ﹤0.01%
129,705
-21,264
2383
$30.8M ﹤0.01%
+1,405,224
2384
$30.8M ﹤0.01%
250,410
+37,617
2385
$30.8M ﹤0.01%
1,944,464
+106,167
2386
$30.8M ﹤0.01%
975,886
+149,014
2387
$30.8M ﹤0.01%
3,190,118
+24,630
2388
$30.7M ﹤0.01%
528,254
+52,290
2389
$30.7M ﹤0.01%
735,697
+455,546
2390
$30.6M ﹤0.01%
654,803
+191,461
2391
$30.6M ﹤0.01%
947,921
+242,696
2392
$30.6M ﹤0.01%
2,190,676
+1,062,365
2393
$30.6M ﹤0.01%
1,874,985
-1,556,326
2394
$30.6M ﹤0.01%
385,264
+73,327
2395
$30.6M ﹤0.01%
769,352
-31,696
2396
$30.5M ﹤0.01%
1,453,377
-233,211
2397
$30.5M ﹤0.01%
794,680
+6,555
2398
$30.5M ﹤0.01%
432,045
-5,555
2399
$30.4M ﹤0.01%
3,418,226
-46,437
2400
$30.4M ﹤0.01%
633,769
-1,429,631
94 95
96
97 98