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
3551
$8.36M ﹤0.01%
567,271
-145,912
3552
$8.32M ﹤0.01%
95,069
+12,336
3553
$8.32M ﹤0.01%
73,588
-21,252
3554
$8.31M ﹤0.01%
118,468
-12,916
3555
$8.3M ﹤0.01%
2,299,903
+249,167
3556
$8.3M ﹤0.01%
497,365
+35,406
3557
$8.3M ﹤0.01%
363,587
-10,243
3558
$8.3M ﹤0.01%
259,551
-37,958
3559
$8.29M ﹤0.01%
955,518
-191,868
3560
$8.29M ﹤0.01%
886,542
+72,136
3561
$8.28M ﹤0.01%
257,678
+8,249
3562
$8.28M ﹤0.01%
273,570
-666,248
3563
$8.28M ﹤0.01%
755,926
+18,005
3564
$8.26M ﹤0.01%
252,090
-134,854
3565
$8.24M ﹤0.01%
318,248
+73,470
3566
$8.24M ﹤0.01%
109,069
-13,088
3567
$8.23M ﹤0.01%
1,633,690
+209,345
3568
$8.23M ﹤0.01%
251,172
+30,097
3569
$8.22M ﹤0.01%
267,477
+8,540
3570
$8.22M ﹤0.01%
750,323
+13,834
3571
$8.21M ﹤0.01%
390,937
+196,664
3572
$8.19M ﹤0.01%
213,344
-179,124
3573
$8.18M ﹤0.01%
2,147,886
+261,745
3574
$8.17M ﹤0.01%
994,756
-1,072,139
3575
$8.17M ﹤0.01%
865,998
-191,749
141 142
143
144 145