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
3601
$8M ﹤0.01%
576,476
-326,684
3602
$8M ﹤0.01%
542,119
+40,721
3603
$7.99M ﹤0.01%
416,551
+100,454
3604
$7.98M ﹤0.01%
154,814
-360,531
3605
$7.97M ﹤0.01%
922,025
-110,459
3606
$7.96M ﹤0.01%
1,114,562
+195,099
3607
$7.95M ﹤0.01%
587,830
-31,918
3608
$7.95M ﹤0.01%
849,236
-1,432,680
3609
$7.95M ﹤0.01%
72,478
+1,055
3610
$7.95M ﹤0.01%
161,257
-108,250
3611
$7.95M ﹤0.01%
473,300
-22,589
3612
$7.94M ﹤0.01%
157,369
-18,479
3613
$7.93M ﹤0.01%
2,183,787
+1,603,126
3614
$7.92M ﹤0.01%
674,382
+132,958
3615
$7.91M ﹤0.01%
978,179
+122,973
3616
$7.9M ﹤0.01%
963,531
+116,778
3617
$7.9M ﹤0.01%
340,729
+162,759
3618
$7.9M ﹤0.01%
519,819
+39,889
3619
$7.89M ﹤0.01%
161,714
+18,190
3620
$7.88M ﹤0.01%
98,035
-14,254
3621
$7.87M ﹤0.01%
861,363
-100,698
3622
$7.87M ﹤0.01%
533,127
+426,136
3623
$7.86M ﹤0.01%
1,828,238
+680,976
3624
$7.86M ﹤0.01%
214,506
+145,956
3625
$7.85M ﹤0.01%
603,596
+51,870
143 144
145
146 147