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
3851
$5.91M ﹤0.01%
458,217
+43,774
3852
$5.9M ﹤0.01%
402,435
-117,419
3853
$5.89M ﹤0.01%
542,231
-180,094
3854
$5.89M ﹤0.01%
214,526
-7,369
3855
$5.89M ﹤0.01%
206,010
+197,037
3856
$5.89M ﹤0.01%
2,549,668
-1,272,406
3857
$5.89M ﹤0.01%
996,128
-234,903
3858
$5.88M ﹤0.01%
536,288
-84,958
3859
$5.87M ﹤0.01%
233,511
-205,158
3860
$5.86M ﹤0.01%
110,679
-59,531
3861
$5.86M ﹤0.01%
245,140
-104,277
3862
$5.85M ﹤0.01%
129,040
-68,577
3863
$5.85M ﹤0.01%
196,992
-4,652
3864
$5.84M ﹤0.01%
450,902
+142,106
3865
$5.83M ﹤0.01%
426,878
+74,608
3866
$5.83M ﹤0.01%
254,851
+186,310
3867
$5.81M ﹤0.01%
127,127
-6,203
3868
$5.81M ﹤0.01%
526,456
-281,619
3869
$5.81M ﹤0.01%
57,243
+12,595
3870
$5.8M ﹤0.01%
362,736
+76,991
3871
$5.79M ﹤0.01%
111,489
+15,767
3872
$5.79M ﹤0.01%
953,256
+233,268
3873
$5.78M ﹤0.01%
627,207
-237,521
3874
$5.78M ﹤0.01%
85,006
+43,958
3875
$5.78M ﹤0.01%
81,895
+4,628
153 154
155
156 157