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
4001
$4.92M ﹤0.01%
1,422,346
-170,840
4002
$4.9M ﹤0.01%
480,745
+228,562
4003
$4.9M ﹤0.01%
192,905
+10,628
4004
$4.9M ﹤0.01%
214,134
+53,955
4005
$4.89M ﹤0.01%
72,199
-47,052
4006
$4.85M ﹤0.01%
5,416,314
-224,744
4007
$4.85M ﹤0.01%
181,500
+109,044
4008
$4.85M ﹤0.01%
77,179
-30,492
4009
$4.84M ﹤0.01%
1,745,785
+627,209
4010
$4.84M ﹤0.01%
265,666
+46,766
4011
$4.83M ﹤0.01%
39,131
-4,131
4012
$4.83M ﹤0.01%
529,376
-869,606
4013
$4.81M ﹤0.01%
229,661
-109,252
4014
$4.81M ﹤0.01%
804,012
+4,271
4015
$4.81M ﹤0.01%
109,369
+9,356
4016
$4.8M ﹤0.01%
31,311
-45,661
4017
$4.78M ﹤0.01%
481,423
-55,656
4018
$4.77M ﹤0.01%
678,517
+147,227
4019
$4.76M ﹤0.01%
128,504
-8,358
4020
$4.75M ﹤0.01%
332,051
-22,844
4021
$4.74M ﹤0.01%
62,298
-910
4022
$4.74M ﹤0.01%
1,656,552
-67,275
4023
$4.72M ﹤0.01%
2,621,503
+1,557,259
4024
$4.71M ﹤0.01%
106,553
-12,250
4025
$4.71M ﹤0.01%
389,514
+101,323
159 160
161
162 163