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
3451
$9.48M ﹤0.01%
191,431
+39,484
3452
$9.46M ﹤0.01%
681,413
+195,602
3453
$9.45M ﹤0.01%
767,253
+63,513
3454
$9.43M ﹤0.01%
262,740
-33,381
3455
$9.43M ﹤0.01%
246,148
-12,933
3456
$9.43M ﹤0.01%
479,934
+97,043
3457
$9.42M ﹤0.01%
1,029,215
+129,225
3458
$9.41M ﹤0.01%
451,624
+326,483
3459
$9.39M ﹤0.01%
610,350
+36,577
3460
$9.38M ﹤0.01%
228,160
+34,543
3461
$9.38M ﹤0.01%
512,306
+416,822
3462
$9.35M ﹤0.01%
574,174
+1,162
3463
$9.29M ﹤0.01%
1,017,792
+82,605
3464
$9.27M ﹤0.01%
789,250
+295,043
3465
$9.26M ﹤0.01%
399,931
+208,290
3466
$9.26M ﹤0.01%
105,638
-42,458
3467
$9.24M ﹤0.01%
395,174
+171
3468
$9.24M ﹤0.01%
512,055
+33,811
3469
$9.21M ﹤0.01%
855,485
-104,943
3470
$9.21M ﹤0.01%
3,557,048
+62,919
3471
$9.19M ﹤0.01%
2,343,605
-862,733
3472
$9.16M ﹤0.01%
322,934
+47,465
3473
$9.16M ﹤0.01%
265,551
+13,602
3474
$9.14M ﹤0.01%
2,161,362
-610,196
3475
$9.14M ﹤0.01%
54,221
+48,644
137 138
139
140 141