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
3626
$7.85M ﹤0.01%
2,972,269
+1,077,135
3627
$7.84M ﹤0.01%
283,355
-13,896
3628
$7.84M ﹤0.01%
324,161
-122,923
3629
$7.83M ﹤0.01%
250,996
+244,712
3630
$7.82M ﹤0.01%
272,336
-7,551
3631
$7.8M ﹤0.01%
1,238,786
-739,154
3632
$7.78M ﹤0.01%
320,549
-36,678
3633
$7.78M ﹤0.01%
887,366
+24,640
3634
$7.77M ﹤0.01%
194,443
-17,846
3635
$7.77M ﹤0.01%
64,214
+50,987
3636
$7.76M ﹤0.01%
3,169,036
+527,144
3637
$7.76M ﹤0.01%
666,905
+24,196
3638
$7.76M ﹤0.01%
121,470
-4,936
3639
$7.74M ﹤0.01%
1,315,688
-590,716
3640
$7.73M ﹤0.01%
727,297
+177,976
3641
$7.72M ﹤0.01%
1,601,476
+385,474
3642
$7.71M ﹤0.01%
153,094
+145,425
3643
$7.68M ﹤0.01%
224,491
-5,681
3644
$7.67M ﹤0.01%
260,493
-23,185
3645
$7.66M ﹤0.01%
272,866
+68,092
3646
$7.65M ﹤0.01%
3,494,292
+200,757
3647
$7.65M ﹤0.01%
655,630
+125,872
3648
$7.65M ﹤0.01%
155,348
+29,525
3649
$7.64M ﹤0.01%
195,538
+17,912
3650
$7.61M ﹤0.01%
340,170
-160,288
144 145
146
147 148