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
3126
$13.8M ﹤0.01%
1,309,034
+66,649
3127
$13.8M ﹤0.01%
274,337
-129,007
3128
$13.8M ﹤0.01%
882,925
+655,681
3129
$13.7M ﹤0.01%
1,835,191
+1,697,046
3130
$13.7M ﹤0.01%
544,968
-93,374
3131
$13.7M ﹤0.01%
471,494
+120,471
3132
$13.7M ﹤0.01%
572,723
+15,698
3133
$13.7M ﹤0.01%
642,001
+163,875
3134
$13.7M ﹤0.01%
3,089,253
+867,085
3135
$13.6M ﹤0.01%
863,071
+2,792
3136
$13.6M ﹤0.01%
295,344
+245,245
3137
$13.6M ﹤0.01%
278,970
-19,369
3138
$13.5M ﹤0.01%
1,140,450
-42,720
3139
$13.5M ﹤0.01%
354,911
+8,642
3140
$13.5M ﹤0.01%
249,574
-41,469
3141
$13.5M ﹤0.01%
210,771
+207,330
3142
$13.5M ﹤0.01%
312,392
+311,701
3143
$13.5M ﹤0.01%
661,518
-241,364
3144
$13.5M ﹤0.01%
552,270
+57,908
3145
$13.4M ﹤0.01%
301,094
+2,991
3146
$13.4M ﹤0.01%
951,076
+76,674
3147
$13.4M ﹤0.01%
1,034,459
+3,534
3148
$13.4M ﹤0.01%
2,852,508
-28,230
3149
$13.4M ﹤0.01%
285,091
-19,642
3150
$13.4M ﹤0.01%
218,023
-38,227
124 125
126
127 128