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
2826
$19.5M ﹤0.01%
374,500
-163,750
2827
$19.5M ﹤0.01%
1,602,443
-3,790
2828
$19.5M ﹤0.01%
100,212
+14,025
2829
$19.5M ﹤0.01%
107,326
+15,626
2830
$19.5M ﹤0.01%
2,698,076
+300,180
2831
$19.4M ﹤0.01%
221,179
+323
2832
$19.4M ﹤0.01%
5,339,654
+2,658,456
2833
$19.4M ﹤0.01%
2,891,778
-879,978
2834
$19.4M ﹤0.01%
2,301,503
-663,181
2835
$19.4M ﹤0.01%
1,812,500
-160,635
2836
$19.3M ﹤0.01%
283,051
-365,029
2837
$19.3M ﹤0.01%
1,018,145
+430,340
2838
$19.3M ﹤0.01%
1,528,234
+57,497
2839
$19.3M ﹤0.01%
369,811
+83,104
2840
$19.2M ﹤0.01%
1,291,756
-533,412
2841
$19.2M ﹤0.01%
353,742
-488,643
2842
$19.2M ﹤0.01%
299,386
-876
2843
$19.2M ﹤0.01%
1,091,703
+106,897
2844
$19.2M ﹤0.01%
169,543
+38,954
2845
$19.2M ﹤0.01%
320,836
+33,567
2846
$19.2M ﹤0.01%
632,716
+192,794
2847
$19.1M ﹤0.01%
1,783,976
-16,452
2848
$19.1M ﹤0.01%
10,795,641
+6,861,012
2849
$19.1M ﹤0.01%
384,673
+126,454
2850
$19.1M ﹤0.01%
1,518,336
+364,140
112 113
114
115 116