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
4026
$4.7M ﹤0.01%
269,341
+168,156
4027
$4.7M ﹤0.01%
427,646
-85,880
4028
$4.69M ﹤0.01%
400,283
-76,774
4029
$4.69M ﹤0.01%
292,203
+23,889
4030
$4.68M ﹤0.01%
1,414,061
-113,228
4031
$4.68M ﹤0.01%
399,607
+24,841
4032
$4.68M ﹤0.01%
733,380
-133,087
4033
$4.68M ﹤0.01%
672,248
+8,225
4034
$4.68M ﹤0.01%
806,231
+31,245
4035
$4.68M ﹤0.01%
165,630
+44,066
4036
$4.67M ﹤0.01%
137,470
+5,302
4037
$4.67M ﹤0.01%
423,146
-49,897
4038
$4.67M ﹤0.01%
1,796,710
-352,883
4039
$4.67M ﹤0.01%
781,710
-591,341
4040
$4.66M ﹤0.01%
85,958
+2,895
4041
$4.65M ﹤0.01%
1,119,756
-35,034
4042
$4.64M ﹤0.01%
319,579
+67,621
4043
$4.63M ﹤0.01%
74,568
-18,571
4044
$4.62M ﹤0.01%
848,263
+740,083
4045
$4.62M ﹤0.01%
82,434
+2,323
4046
$4.62M ﹤0.01%
227,801
+30,507
4047
$4.61M ﹤0.01%
555,330
-30,239
4048
$4.61M ﹤0.01%
58,349
-1,017
4049
$4.59M ﹤0.01%
178,872
-11,921
4050
$4.57M ﹤0.01%
189,147
+36,093
160 161
162
163 164