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
3951
$5.28M ﹤0.01%
113,777
+9,397
3952
$5.28M ﹤0.01%
179,115
+33,717
3953
$5.28M ﹤0.01%
225,072
-4,361
3954
$5.27M ﹤0.01%
125,051
-420
3955
$5.26M ﹤0.01%
195,849
+104,785
3956
$5.26M ﹤0.01%
168,580
+60,535
3957
$5.26M ﹤0.01%
252,821
+114,708
3958
$5.25M ﹤0.01%
457,409
+169,981
3959
$5.24M ﹤0.01%
554,290
-6,530
3960
$5.21M ﹤0.01%
160,681
-1,076
3961
$5.19M ﹤0.01%
118,950
-6,696
3962
$5.18M ﹤0.01%
392,234
+136,290
3963
$5.16M ﹤0.01%
63,549
-2,811
3964
$5.16M ﹤0.01%
2,157,262
-115,520
3965
$5.14M ﹤0.01%
63,749
+751
3966
$5.13M ﹤0.01%
234,524
-60,650
3967
$5.13M ﹤0.01%
771,440
+175,391
3968
$5.13M ﹤0.01%
130,734
-56,035
3969
$5.13M ﹤0.01%
1,070,435
-1,467,255
3970
$5.13M ﹤0.01%
67,900
+12,433
3971
$5.12M ﹤0.01%
135,930
-33,324
3972
$5.11M ﹤0.01%
318,483
+51,062
3973
$5.11M ﹤0.01%
254,848
+173,533
3974
$5.11M ﹤0.01%
424,720
+118,588
3975
$5.11M ﹤0.01%
286,847
-122,913
157 158
159
160 161