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
3001
$16.2M ﹤0.01%
628,688
-358
3002
$16.2M ﹤0.01%
772,858
+133,942
3003
$16.1M ﹤0.01%
802,439
+106,035
3004
$16.1M ﹤0.01%
509,441
-56,586
3005
$16.1M ﹤0.01%
1,604,559
+724,171
3006
$16M ﹤0.01%
1,065,998
+910,687
3007
$16M ﹤0.01%
258,021
+19,717
3008
$16M ﹤0.01%
2,759,235
+191,275
3009
$16M ﹤0.01%
618,478
-322,455
3010
$16M ﹤0.01%
4,811,733
+1,319,648
3011
$16M ﹤0.01%
822,561
-23,030
3012
$15.9M ﹤0.01%
791,444
-4,532
3013
$15.9M ﹤0.01%
173,018
-27,374
3014
$15.9M ﹤0.01%
893,404
+992
3015
$15.9M ﹤0.01%
2,556,081
+1,648,071
3016
$15.9M ﹤0.01%
611,766
-57,783
3017
$15.9M ﹤0.01%
1,835,258
+30,729
3018
$15.9M ﹤0.01%
741,903
+3,231
3019
$15.8M ﹤0.01%
1,450,051
+4,335
3020
$15.8M ﹤0.01%
964,646
+29,140
3021
$15.8M ﹤0.01%
448,949
+25,497
3022
$15.8M ﹤0.01%
487,875
+27,435
3023
$15.8M ﹤0.01%
4,094,226
-932,831
3024
$15.8M ﹤0.01%
575,211
+75,226
3025
$15.7M ﹤0.01%
1,344,879
+587,619
119 120
121
122 123