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
3051
$15.3M ﹤0.01%
847,969
-287,070
3052
$15.3M ﹤0.01%
687,179
+17,187
3053
$15.2M ﹤0.01%
5,786,170
-680,909
3054
$15.2M ﹤0.01%
1,207,534
+293,207
3055
$15.2M ﹤0.01%
2,316,958
+1,684,672
3056
$15.2M ﹤0.01%
644,079
+579,255
3057
$15.1M ﹤0.01%
233,661
-5,450
3058
$15.1M ﹤0.01%
1,297,944
+172,683
3059
$15.1M ﹤0.01%
2,804,092
-289,522
3060
$15.1M ﹤0.01%
1,062,233
-401,042
3061
$15.1M ﹤0.01%
621,079
-5,816
3062
$15.1M ﹤0.01%
1,135,801
+41,074
3063
$15M ﹤0.01%
466,208
+131,331
3064
$15M ﹤0.01%
150,771
+24,635
3065
$15M ﹤0.01%
282,160
+2,902
3066
$15M ﹤0.01%
99,471
+69,764
3067
$15M ﹤0.01%
1,424,327
-51,476
3068
$14.9M ﹤0.01%
608,556
+271,974
3069
$14.9M ﹤0.01%
209,583
+8,773
3070
$14.9M ﹤0.01%
476,248
+35,888
3071
$14.9M ﹤0.01%
747,941
+14,803
3072
$14.9M ﹤0.01%
217,874
+16,567
3073
$14.9M ﹤0.01%
327,930
+64,411
3074
$14.8M ﹤0.01%
271,678
-202,836
3075
$14.8M ﹤0.01%
247,211
-4,452
121 122
123
124 125