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
4051
$4.57M ﹤0.01%
3,385,930
+16,952
4052
$4.57M ﹤0.01%
1,165,963
+534,070
4053
$4.57M ﹤0.01%
479,385
+85,098
4054
$4.56M ﹤0.01%
3,766,224
+578,125
4055
$4.53M ﹤0.01%
105,129
-6,843
4056
$4.53M ﹤0.01%
283,777
+7,041
4057
$4.52M ﹤0.01%
209,369
-26,155
4058
$4.51M ﹤0.01%
128,738
+6,035
4059
$4.51M ﹤0.01%
+333,488
4060
$4.51M ﹤0.01%
1,894,395
-323,588
4061
$4.49M ﹤0.01%
383,807
-43,579
4062
$4.49M ﹤0.01%
199,522
-35,029
4063
$4.47M ﹤0.01%
688,531
+28,639
4064
$4.47M ﹤0.01%
116,004
+1,973
4065
$4.46M ﹤0.01%
184,117
+181,512
4066
$4.45M ﹤0.01%
224,074
+43,936
4067
$4.45M ﹤0.01%
125,056
-45,420
4068
$4.44M ﹤0.01%
63,787
-23
4069
$4.44M ﹤0.01%
1,239,033
-691,438
4070
$4.43M ﹤0.01%
337,496
+2,479
4071
$4.43M ﹤0.01%
314,468
+61,769
4072
$4.42M ﹤0.01%
169,241
+39,333
4073
$4.42M ﹤0.01%
704,681
-28,639
4074
$4.41M ﹤0.01%
147,652
-6,648
4075
$4.4M ﹤0.01%
155,475
+13,366
161 162
163
164 165