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
3751
$6.67M ﹤0.01%
1,828,288
+1,234,468
3752
$6.66M ﹤0.01%
67,985
+4,431
3753
$6.66M ﹤0.01%
183,386
-155
3754
$6.66M ﹤0.01%
102,100
+1,371
3755
$6.63M ﹤0.01%
208,322
+31,748
3756
$6.62M ﹤0.01%
3,311,845
+1,481,488
3757
$6.62M ﹤0.01%
328,455
+36,857
3758
$6.61M ﹤0.01%
140,929
-15,752
3759
$6.61M ﹤0.01%
119,894
-1,300
3760
$6.6M ﹤0.01%
455,801
+92,599
3761
$6.59M ﹤0.01%
413,805
+130,920
3762
$6.59M ﹤0.01%
+252,291
3763
$6.56M ﹤0.01%
201,422
+45,303
3764
$6.53M ﹤0.01%
26,276
+1,574
3765
$6.53M ﹤0.01%
127,930
-5,219
3766
$6.52M ﹤0.01%
123,111
+17,634
3767
$6.51M ﹤0.01%
323,943
+9,380
3768
$6.49M ﹤0.01%
457,684
-76,892
3769
$6.48M ﹤0.01%
1,050,865
-23,948
3770
$6.48M ﹤0.01%
1,060,184
-24,883
3771
$6.48M ﹤0.01%
84,656
-4,027
3772
$6.47M ﹤0.01%
470,469
-117,725
3773
$6.46M ﹤0.01%
41,803
+17,425
3774
$6.46M ﹤0.01%
251,521
+27,664
3775
$6.45M ﹤0.01%
387,226
+32,574
149 150
151
152 153