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
3501
$8.85M ﹤0.01%
961,153
+122,011
3502
$8.85M ﹤0.01%
994,630
+180,201
3503
$8.85M ﹤0.01%
47,226
+17,725
3504
$8.83M ﹤0.01%
631,339
+225,970
3505
$8.83M ﹤0.01%
1,229,121
-46,574
3506
$8.82M ﹤0.01%
295,792
-36,434
3507
$8.8M ﹤0.01%
1,086,466
-514,361
3508
$8.8M ﹤0.01%
1,353,148
+643,733
3509
$8.79M ﹤0.01%
833,351
-304,140
3510
$8.79M ﹤0.01%
662,659
-966,528
3511
$8.78M ﹤0.01%
464,524
-81,968
3512
$8.75M ﹤0.01%
507,217
-252,746
3513
$8.74M ﹤0.01%
606,718
+341,773
3514
$8.74M ﹤0.01%
394,138
+320,145
3515
$8.73M ﹤0.01%
836,770
+74,598
3516
$8.72M ﹤0.01%
696,119
+16,338
3517
$8.7M ﹤0.01%
1,320,605
-743,543
3518
$8.69M ﹤0.01%
2,025,099
+592,831
3519
$8.66M ﹤0.01%
102,366
+31,677
3520
$8.63M ﹤0.01%
346,055
+94,325
3521
$8.63M ﹤0.01%
322,413
-125,963
3522
$8.63M ﹤0.01%
234,974
-2,883
3523
$8.6M ﹤0.01%
266,464
+33,790
3524
$8.59M ﹤0.01%
187,793
+8,472
3525
$8.59M ﹤0.01%
1,423,764
+365,771
139 140
141
142 143