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
3176
$13M ﹤0.01%
731,629
+120,633
3177
$13M ﹤0.01%
1,001,723
+595,337
3178
$13M ﹤0.01%
873,499
+73,181
3179
$13M ﹤0.01%
503,313
-37,784
3180
$13M ﹤0.01%
970,261
+240,552
3181
$13M ﹤0.01%
1,362,176
-29,411
3182
$13M ﹤0.01%
494,605
+436,119
3183
$13M ﹤0.01%
1,120,939
+459,004
3184
$12.9M ﹤0.01%
265,705
+203,610
3185
$12.9M ﹤0.01%
1,678,509
+1,254,859
3186
$12.8M ﹤0.01%
266,441
+63,318
3187
$12.8M ﹤0.01%
1,650,006
+42,608
3188
$12.8M ﹤0.01%
1,066,167
-38,331
3189
$12.8M ﹤0.01%
255,985
+75,260
3190
$12.8M ﹤0.01%
130,612
-4,758
3191
$12.8M ﹤0.01%
835,906
+277,406
3192
$12.8M ﹤0.01%
290,689
+32,944
3193
$12.7M ﹤0.01%
283,096
+59,983
3194
$12.7M ﹤0.01%
229,021
-9,161
3195
$12.7M ﹤0.01%
2,214,867
+333,858
3196
$12.7M ﹤0.01%
1,121,067
+28,886
3197
$12.7M ﹤0.01%
600,533
-329,100
3198
$12.7M ﹤0.01%
445,880
-79,816
3199
$12.7M ﹤0.01%
908,283
+304,767
3200
$12.6M ﹤0.01%
508,362
+165,053
126 127
128
129 130