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
3251
$12M ﹤0.01%
263,455
-17,817
3252
$12M ﹤0.01%
1,469,804
+682,724
3253
$12M ﹤0.01%
615,452
+130,718
3254
$11.9M ﹤0.01%
95,528
-1,626
3255
$11.9M ﹤0.01%
858,980
-71,653
3256
$11.9M ﹤0.01%
424,439
-11,358
3257
$11.9M ﹤0.01%
833,131
-5,157
3258
$11.9M ﹤0.01%
259,277
+27,061
3259
$11.8M ﹤0.01%
1,047,654
-112,866
3260
$11.8M ﹤0.01%
2,827,576
+100,670
3261
$11.8M ﹤0.01%
1,662,864
+26,754
3262
$11.8M ﹤0.01%
510,898
-20,090
3263
$11.8M ﹤0.01%
275,359
-784
3264
$11.8M ﹤0.01%
148,031
+9,577
3265
$11.7M ﹤0.01%
878,746
-818,811
3266
$11.7M ﹤0.01%
272,616
+2,470
3267
$11.7M ﹤0.01%
1,207,433
+324,835
3268
$11.7M ﹤0.01%
207,119
-8,823
3269
$11.7M ﹤0.01%
720,268
+13,895
3270
$11.7M ﹤0.01%
1,583,729
+735,783
3271
$11.7M ﹤0.01%
1,139,116
+125,895
3272
$11.6M ﹤0.01%
1,713,166
-134,263
3273
$11.6M ﹤0.01%
238,904
+49,215
3274
$11.6M ﹤0.01%
803,723
+37,635
3275
$11.6M ﹤0.01%
501,309
-241,248
129 130
131
132 133