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
3276
$11.6M ﹤0.01%
1,178,135
-90,235
3277
$11.5M ﹤0.01%
637,707
+200,168
3278
$11.5M ﹤0.01%
3,162,934
-57,788
3279
$11.5M ﹤0.01%
304,549
-5,372
3280
$11.4M ﹤0.01%
1,984,039
+60,881
3281
$11.4M ﹤0.01%
879,084
-5,340
3282
$11.4M ﹤0.01%
620,725
-278,612
3283
$11.4M ﹤0.01%
254,428
+3,814
3284
$11.4M ﹤0.01%
6,619,350
-2,226,044
3285
$11.4M ﹤0.01%
880,583
-58,513
3286
$11.4M ﹤0.01%
485,732
+65,470
3287
$11.4M ﹤0.01%
340,880
-32,636
3288
$11.3M ﹤0.01%
419,633
+58,492
3289
$11.3M ﹤0.01%
135,515
-67,806
3290
$11.3M ﹤0.01%
714,006
-591,679
3291
$11.3M ﹤0.01%
321,121
+83,154
3292
$11.3M ﹤0.01%
266,555
+45,750
3293
$11.3M ﹤0.01%
523,020
+105,084
3294
$11.3M ﹤0.01%
1,306,801
-902,542
3295
$11.3M ﹤0.01%
329,543
+73,261
3296
$11.2M ﹤0.01%
173,475
+6,549
3297
$11.2M ﹤0.01%
68,003
-27,881
3298
$11.2M ﹤0.01%
1,650,404
-714,971
3299
$11.2M ﹤0.01%
372,835
+56,666
3300
$11.2M ﹤0.01%
439,386
-4,081,812
130 131
132
133 134