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
2951
$17.1M ﹤0.01%
758,646
-73,148
2952
$17.1M ﹤0.01%
182,082
+23,396
2953
$17.1M ﹤0.01%
705,507
-40,088
2954
$17.1M ﹤0.01%
1,698,107
+27,779
2955
$17.1M ﹤0.01%
179,867
+7,666
2956
$17.1M ﹤0.01%
826,026
-38,862
2957
$17M ﹤0.01%
1,955,722
-890,162
2958
$17M ﹤0.01%
568,263
-86,060
2959
$17M ﹤0.01%
214,385
+928
2960
$17M ﹤0.01%
3,642,584
-645,697
2961
$17M ﹤0.01%
1,584,474
-70,129
2962
$17M ﹤0.01%
794,325
+98,244
2963
$16.9M ﹤0.01%
483,641
-235,415
2964
$16.9M ﹤0.01%
1,006,365
+85,012
2965
$16.9M ﹤0.01%
5,365,677
+3,561,341
2966
$16.8M ﹤0.01%
305,781
-5,717
2967
$16.8M ﹤0.01%
395,072
+121,471
2968
$16.8M ﹤0.01%
848,323
+147,124
2969
$16.7M ﹤0.01%
1,746,737
+72,779
2970
$16.7M ﹤0.01%
871,546
-709,611
2971
$16.7M ﹤0.01%
916,548
+2,588
2972
$16.7M ﹤0.01%
1,960,971
-116,027
2973
$16.7M ﹤0.01%
391,036
+95,737
2974
$16.7M ﹤0.01%
248,389
-54,002
2975
$16.6M ﹤0.01%
237,029
+18,724
117 118
119
120 121