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
4076
$4.4M ﹤0.01%
415,930
-8,446
4077
$4.4M ﹤0.01%
459,664
-88,892
4078
$4.4M ﹤0.01%
152,886
+67,004
4079
$4.4M ﹤0.01%
259,785
+97,447
4080
$4.37M ﹤0.01%
187,640
+104,668
4081
$4.37M ﹤0.01%
159,027
+16,298
4082
$4.37M ﹤0.01%
596,997
-914,007
4083
$4.37M ﹤0.01%
+199,788
4084
$4.36M ﹤0.01%
476,368
-87,194
4085
$4.36M ﹤0.01%
119,016
-338
4086
$4.35M ﹤0.01%
3,753,613
+702,099
4087
$4.33M ﹤0.01%
154,299
+145,403
4088
$4.33M ﹤0.01%
728,980
+19,869
4089
$4.33M ﹤0.01%
132,383
+5,991
4090
$4.33M ﹤0.01%
124,490
+84,861
4091
$4.32M ﹤0.01%
470,550
-247,411
4092
$4.32M ﹤0.01%
75,688
+1,628
4093
$4.32M ﹤0.01%
652,911
+159,793
4094
$4.32M ﹤0.01%
301,124
-60,963
4095
$4.31M ﹤0.01%
205,444
+20,137
4096
$4.31M ﹤0.01%
2,707,659
+884,568
4097
$4.3M ﹤0.01%
1,202,165
+225,190
4098
$4.3M ﹤0.01%
76,779
+16,836
4099
$4.29M ﹤0.01%
80,366
+8,807
4100
$4.29M ﹤0.01%
91,199
+37,778
162 163
164
165 166