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
3476
$9.14M ﹤0.01%
381,048
+21,114
3477
$9.12M ﹤0.01%
190,621
-427
3478
$9.11M ﹤0.01%
223,672
+14,438
3479
$9.11M ﹤0.01%
233,665
-22,857
3480
$9.1M ﹤0.01%
446,303
-190,036
3481
$9.09M ﹤0.01%
381,132
-50,750
3482
$9.09M ﹤0.01%
4,111,174
-1,503,916
3483
$9.08M ﹤0.01%
298,699
+10,511
3484
$9.07M ﹤0.01%
255,233
-4,426
3485
$9.04M ﹤0.01%
739,927
-779,516
3486
$9.04M ﹤0.01%
105,022
+27,520
3487
$9.03M ﹤0.01%
249,934
-358,134
3488
$9.01M ﹤0.01%
746,698
-284
3489
$9.01M ﹤0.01%
1,008,665
-46,900
3490
$8.98M ﹤0.01%
436,516
+108,085
3491
$8.97M ﹤0.01%
1,439,708
-34,873
3492
$8.97M ﹤0.01%
686,213
+168,203
3493
$8.96M ﹤0.01%
1,077,354
-311,752
3494
$8.96M ﹤0.01%
129,876
+34,239
3495
$8.96M ﹤0.01%
519,043
+28,052
3496
$8.93M ﹤0.01%
814,122
+139,888
3497
$8.93M ﹤0.01%
736,993
-281,497
3498
$8.92M ﹤0.01%
296,275
+130,073
3499
$8.88M ﹤0.01%
208,461
-84,539
3500
$8.87M ﹤0.01%
980,660
+195,627
138 139
140
141 142