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
3301
$11.2M ﹤0.01%
313,401
+231,388
3302
$11.2M ﹤0.01%
2,186,120
+193,704
3303
$11.2M ﹤0.01%
1,611,126
-124,570
3304
$11.2M ﹤0.01%
229,144
-70,446
3305
$11.2M ﹤0.01%
506,340
-96,141
3306
$11.1M ﹤0.01%
365,015
+142,165
3307
$11.1M ﹤0.01%
347,448
+51,157
3308
$11.1M ﹤0.01%
235,816
-19,802
3309
$11.1M ﹤0.01%
558,423
+31,862
3310
$11.1M ﹤0.01%
6,450,933
+2,432,559
3311
$11M ﹤0.01%
1,985,646
+1,099,626
3312
$11M ﹤0.01%
650,424
-276,331
3313
$11M ﹤0.01%
804,953
+367,244
3314
$11M ﹤0.01%
346,016
+26,811
3315
$11M ﹤0.01%
393,426
+23,126
3316
$11M ﹤0.01%
212,435
-1,640
3317
$11M ﹤0.01%
1,236,906
+7,547
3318
$11M ﹤0.01%
1,636,038
-260,354
3319
$11M ﹤0.01%
242,607
+19,423
3320
$11M ﹤0.01%
903,652
+269,936
3321
$10.9M ﹤0.01%
181,912
-12,040
3322
$10.9M ﹤0.01%
453,586
-13,981
3323
$10.9M ﹤0.01%
338,529
-18,874
3324
$10.9M ﹤0.01%
1,204,854
+424,937
3325
$10.9M ﹤0.01%
462,536
-45,435
131 132
133
134 135