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
3426
$9.72M ﹤0.01%
942,683
+68,194
3427
$9.72M ﹤0.01%
2,405,690
-254,806
3428
$9.71M ﹤0.01%
291,965
-2,658
3429
$9.7M ﹤0.01%
747,669
-59,057
3430
$9.7M ﹤0.01%
102,188
+737
3431
$9.69M ﹤0.01%
365,898
-131,177
3432
$9.69M ﹤0.01%
2,217,005
+407,730
3433
$9.67M ﹤0.01%
804,860
+301,144
3434
$9.67M ﹤0.01%
919,941
+602,087
3435
$9.67M ﹤0.01%
793,082
+92,518
3436
$9.65M ﹤0.01%
221,181
-158,851
3437
$9.64M ﹤0.01%
292,450
+4,777
3438
$9.64M ﹤0.01%
605,655
-43,300
3439
$9.63M ﹤0.01%
494,350
-182,293
3440
$9.62M ﹤0.01%
703,092
-57,138
3441
$9.61M ﹤0.01%
230,616
+45,783
3442
$9.61M ﹤0.01%
417,415
+19,726
3443
$9.6M ﹤0.01%
935,718
+26,537
3444
$9.6M ﹤0.01%
247,960
+10,425
3445
$9.54M ﹤0.01%
530,846
-811,342
3446
$9.54M ﹤0.01%
727,714
+318,717
3447
$9.53M ﹤0.01%
542,943
+24,696
3448
$9.51M ﹤0.01%
551,065
+53,111
3449
$9.51M ﹤0.01%
687,447
+202,584
3450
$9.48M ﹤0.01%
3,398,171
+1,165,916
136 137
138
139 140