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
3876
$5.77M ﹤0.01%
528,414
+36,641
3877
$5.76M ﹤0.01%
197,805
+72,550
3878
$5.73M ﹤0.01%
419,776
-78,063
3879
$5.73M ﹤0.01%
143,777
-6,677
3880
$5.73M ﹤0.01%
224,854
+80,297
3881
$5.73M ﹤0.01%
509,533
-126,186
3882
$5.72M ﹤0.01%
412,198
-92,899
3883
$5.72M ﹤0.01%
2,761,591
+828,186
3884
$5.72M ﹤0.01%
722,569
+285,401
3885
$5.7M ﹤0.01%
507,127
-416,545
3886
$5.68M ﹤0.01%
132,286
-275,257
3887
$5.67M ﹤0.01%
2,649,752
+1,051,485
3888
$5.67M ﹤0.01%
299,943
-240,781
3889
$5.66M ﹤0.01%
676,050
+93,064
3890
$5.66M ﹤0.01%
152,025
+2,977
3891
$5.65M ﹤0.01%
1,119,797
+599,377
3892
$5.65M ﹤0.01%
180,981
+9,106
3893
$5.64M ﹤0.01%
50,930
-1,525
3894
$5.63M ﹤0.01%
272,123
+21,985
3895
$5.63M ﹤0.01%
1,241,863
+54,056
3896
$5.62M ﹤0.01%
448,537
+91,629
3897
$5.62M ﹤0.01%
139,220
-57,719
3898
$5.62M ﹤0.01%
223,780
-302,693
3899
$5.61M ﹤0.01%
352,863
-86,243
3900
$5.6M ﹤0.01%
1,024,011
+529,444
154 155
156
157 158