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
2401
$30.4M ﹤0.01%
1,286,803
-438,608
2402
$30.2M ﹤0.01%
1,005,168
+89,073
2403
$30.2M ﹤0.01%
416,769
-5,624
2404
$30.1M ﹤0.01%
2,247,401
-134,448
2405
$30.1M ﹤0.01%
2,119,704
-114,547
2406
$30.1M ﹤0.01%
2,578,884
+181,458
2407
$30.1M ﹤0.01%
1,113,453
+141,089
2408
$30.1M ﹤0.01%
1,831,451
+1,191,596
2409
$30M ﹤0.01%
675,290
+8,390
2410
$30M ﹤0.01%
350,506
+26,680
2411
$30M ﹤0.01%
5,297,696
+889,635
2412
$30M ﹤0.01%
1,993,631
-352,455
2413
$29.9M ﹤0.01%
68,711
-10,936
2414
$29.8M ﹤0.01%
647,624
+249,213
2415
$29.7M ﹤0.01%
3,507,102
+777,061
2416
$29.7M ﹤0.01%
202,432
+105,485
2417
$29.7M ﹤0.01%
6,216,841
+2,856,846
2418
$29.7M ﹤0.01%
4,042,058
-3,808,186
2419
$29.7M ﹤0.01%
335,908
+4,842
2420
$29.7M ﹤0.01%
189,043
+6,517
2421
$29.6M ﹤0.01%
373,786
-36,087
2422
$29.6M ﹤0.01%
1,300,655
-2,387
2423
$29.6M ﹤0.01%
993,573
+11,908
2424
$29.6M ﹤0.01%
649,681
-48,775
2425
$29.6M ﹤0.01%
1,268,192
-11,405
95 96
97
98 99