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
3351
$10.6M ﹤0.01%
1,693,183
-627,117
3352
$10.6M ﹤0.01%
2,473,609
+1,342,040
3353
$10.6M ﹤0.01%
323,740
-11,895
3354
$10.6M ﹤0.01%
964,608
+18,943
3355
$10.6M ﹤0.01%
209,447
+40,005
3356
$10.6M ﹤0.01%
204,889
-8,387
3357
$10.6M ﹤0.01%
914,412
+75,788
3358
$10.6M ﹤0.01%
1,192,606
+157,992
3359
$10.5M ﹤0.01%
2,889,260
+373,785
3360
$10.5M ﹤0.01%
532,813
-67,184
3361
$10.5M ﹤0.01%
2,203,673
-1,389,531
3362
$10.5M ﹤0.01%
870,081
-5,635
3363
$10.5M ﹤0.01%
858,520
+172,672
3364
$10.5M ﹤0.01%
784,079
-52,869
3365
$10.5M ﹤0.01%
1,100,124
+362,885
3366
$10.5M ﹤0.01%
1,818,759
+215,202
3367
$10.4M ﹤0.01%
200,647
-36,065
3368
$10.4M ﹤0.01%
805,000
-42,525
3369
$10.4M ﹤0.01%
737,676
-221,237
3370
$10.4M ﹤0.01%
1,542,350
+877,808
3371
$10.4M ﹤0.01%
981,415
+532,301
3372
$10.4M ﹤0.01%
660,681
+45,145
3373
$10.4M ﹤0.01%
1,201,400
+36,269
3374
$10.4M ﹤0.01%
159,891
-9,947
3375
$10.4M ﹤0.01%
1,425,387
-96,909
133 134
135
136 137