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
2976
$16.6M ﹤0.01%
2,109,062
+2,054,690
2977
$16.6M ﹤0.01%
356,505
-138,755
2978
$16.6M ﹤0.01%
1,709,772
-125,577
2979
$16.5M ﹤0.01%
413,097
+1,015
2980
$16.5M ﹤0.01%
708,396
+387,073
2981
$16.5M ﹤0.01%
1,664,340
-820,852
2982
$16.5M ﹤0.01%
1,528,379
+513,301
2983
$16.5M ﹤0.01%
5,817,245
-969,035
2984
$16.4M ﹤0.01%
648,327
+161,866
2985
$16.4M ﹤0.01%
1,311,106
-1,488,584
2986
$16.4M ﹤0.01%
1,032,228
-22,178
2987
$16.4M ﹤0.01%
301,559
-21,953
2988
$16.4M ﹤0.01%
120,737
+56,885
2989
$16.4M ﹤0.01%
1,969,087
-107,569
2990
$16.3M ﹤0.01%
125,233
-8,958
2991
$16.3M ﹤0.01%
812,367
-17,522
2992
$16.3M ﹤0.01%
962,104
-296,302
2993
$16.3M ﹤0.01%
727,574
-12,725
2994
$16.3M ﹤0.01%
1,311,411
+377,209
2995
$16.3M ﹤0.01%
258,941
-52,600
2996
$16.3M ﹤0.01%
514,013
+51,033
2997
$16.3M ﹤0.01%
453,591
-9,153
2998
$16.3M ﹤0.01%
188,482
+26,064
2999
$16.2M ﹤0.01%
929,259
+534,082
3000
$16.2M ﹤0.01%
1,498,402
+347,172
118 119
120
121 122