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
2901
$18.1M ﹤0.01%
127,006
+72,459
2902
$18.1M ﹤0.01%
226,676
+42,927
2903
$18.1M ﹤0.01%
2,903,335
+2,215,374
2904
$18.1M ﹤0.01%
600,795
-79,117
2905
$18.1M ﹤0.01%
3,480,637
-31,057
2906
$18.1M ﹤0.01%
1,996,498
-2,146,969
2907
$18.1M ﹤0.01%
2,100,049
+394,297
2908
$18M ﹤0.01%
1,096,043
+630,373
2909
$18M ﹤0.01%
511,784
-16,196
2910
$18M ﹤0.01%
357,274
+275,096
2911
$18M ﹤0.01%
187,368
-12,351
2912
$17.9M ﹤0.01%
274,900
-73,536
2913
$17.9M ﹤0.01%
122,799
+79,190
2914
$17.9M ﹤0.01%
436,639
-51,782
2915
$17.9M ﹤0.01%
848,667
-8,444
2916
$17.9M ﹤0.01%
590,951
+40,250
2917
$17.8M ﹤0.01%
600,514
+20,194
2918
$17.8M ﹤0.01%
479,477
+88,730
2919
$17.8M ﹤0.01%
93,287
+33,027
2920
$17.8M ﹤0.01%
793,952
+51,308
2921
$17.8M ﹤0.01%
377,579
-61,617
2922
$17.8M ﹤0.01%
816,320
+46,807
2923
$17.7M ﹤0.01%
719,983
-27,180
2924
$17.7M ﹤0.01%
2,435,499
+713,547
2925
$17.7M ﹤0.01%
334,217
-103,034
115 116
117
118 119