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
3101
$14.3M ﹤0.01%
134,294
-42,279
3102
$14.3M ﹤0.01%
3,127,753
-1,680,866
3103
$14.3M ﹤0.01%
1,240,369
+386,415
3104
$14.3M ﹤0.01%
127,895
+67,790
3105
$14.3M ﹤0.01%
551,780
+77,044
3106
$14.3M ﹤0.01%
317,480
-8,835
3107
$14.3M ﹤0.01%
365,089
+124,924
3108
$14.3M ﹤0.01%
2,376,118
-33,261
3109
$14.2M ﹤0.01%
560,366
-487
3110
$14.2M ﹤0.01%
396,578
+199,307
3111
$14.2M ﹤0.01%
1,009,681
+20,155
3112
$14.2M ﹤0.01%
190,001
3113
$14.2M ﹤0.01%
952,656
+246,111
3114
$14.2M ﹤0.01%
840,846
-867,028
3115
$14.1M ﹤0.01%
227,280
+15,801
3116
$14M ﹤0.01%
847,171
-11,109
3117
$14M ﹤0.01%
1,396,532
-30,233
3118
$14M ﹤0.01%
801,635
+255,659
3119
$14M ﹤0.01%
185,596
-540,190
3120
$14M ﹤0.01%
246,706
+111,568
3121
$13.9M ﹤0.01%
314,586
+28,162
3122
$13.9M ﹤0.01%
4,498,832
-881,380
3123
$13.9M ﹤0.01%
163,931
+35,776
3124
$13.9M ﹤0.01%
282,317
-13,966
3125
$13.9M ﹤0.01%
245,744
+35,235
123 124
125
126 127