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
3676
$7.35M ﹤0.01%
687,557
+111,538
3677
$7.34M ﹤0.01%
388,007
+115,823
3678
$7.34M ﹤0.01%
4,030,730
-3,989,780
3679
$7.32M ﹤0.01%
281,467
+13,516
3680
$7.32M ﹤0.01%
227,941
+151,090
3681
$7.3M ﹤0.01%
3,304,846
+2,888,082
3682
$7.3M ﹤0.01%
470,597
-68,817
3683
$7.29M ﹤0.01%
315,731
+33,304
3684
$7.28M ﹤0.01%
1,035,964
+367,047
3685
$7.28M ﹤0.01%
836,236
+12,485
3686
$7.26M ﹤0.01%
403,259
+2,466
3687
$7.26M ﹤0.01%
509,568
+362,236
3688
$7.26M ﹤0.01%
512,794
+429
3689
$7.24M ﹤0.01%
705,380
-33,463
3690
$7.24M ﹤0.01%
501,581
+18,681
3691
$7.23M ﹤0.01%
1,468,557
-6,236
3692
$7.22M ﹤0.01%
306,589
-40,938
3693
$7.21M ﹤0.01%
335,159
+19,381
3694
$7.21M ﹤0.01%
791,266
-209,452
3695
$7.21M ﹤0.01%
1,037,153
+37,316
3696
$7.21M ﹤0.01%
78,003
-4,751
3697
$7.2M ﹤0.01%
592,416
+46,361
3698
$7.2M ﹤0.01%
1,055,889
-36,032
3699
$7.19M ﹤0.01%
1,704,551
+747,615
3700
$7.18M ﹤0.01%
425,782
+35,559
146 147
148
149 150