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
3726
$6.93M ﹤0.01%
2,877,040
+342,069
3727
$6.93M ﹤0.01%
450,733
+30,896
3728
$6.93M ﹤0.01%
586,927
-107,555
3729
$6.91M ﹤0.01%
93,664
+12,095
3730
$6.86M ﹤0.01%
91,605
-45,017
3731
$6.85M ﹤0.01%
830,773
+71,682
3732
$6.85M ﹤0.01%
229,985
+61,059
3733
$6.85M ﹤0.01%
165,070
-321,192
3734
$6.84M ﹤0.01%
116,336
-4,199
3735
$6.83M ﹤0.01%
93,181
+6,168
3736
$6.82M ﹤0.01%
215,973
+36,033
3737
$6.82M ﹤0.01%
219,442
-15,081
3738
$6.8M ﹤0.01%
4,754,188
+708,859
3739
$6.8M ﹤0.01%
665,650
-363,940
3740
$6.79M ﹤0.01%
91,222
+31,089
3741
$6.77M ﹤0.01%
683,107
+141,963
3742
$6.74M ﹤0.01%
215,063
+646
3743
$6.74M ﹤0.01%
249,947
+6,673
3744
$6.72M ﹤0.01%
67,545
-22,793
3745
$6.71M ﹤0.01%
1,001,580
+135,673
3746
$6.71M ﹤0.01%
540,331
-7,200
3747
$6.7M ﹤0.01%
452,875
+73,097
3748
$6.69M ﹤0.01%
383,616
-58,898
3749
$6.69M ﹤0.01%
168,098
-3,608
3750
$6.68M ﹤0.01%
899,530
-154,802
148 149
150
151 152