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
4101
$4.29M ﹤0.01%
1,364,975
-13,535
4102
$4.28M ﹤0.01%
429,340
+178,209
4103
$4.27M ﹤0.01%
769,750
+115,766
4104
$4.27M ﹤0.01%
617,742
-232,184
4105
$4.27M ﹤0.01%
187,892
+41,869
4106
$4.25M ﹤0.01%
900,477
-16,243
4107
$4.25M ﹤0.01%
421,174
+85,376
4108
$4.25M ﹤0.01%
1,484,478
+471,485
4109
$4.24M ﹤0.01%
325,144
+136,839
4110
$4.23M ﹤0.01%
162,069
+5,519
4111
$4.23M ﹤0.01%
438,753
+35,668
4112
$4.23M ﹤0.01%
149,493
-6,398
4113
$4.22M ﹤0.01%
1,140,731
-525,023
4114
$4.22M ﹤0.01%
401,185
-21,696
4115
$4.22M ﹤0.01%
261,350
+57,153
4116
$4.22M ﹤0.01%
62,602
+19,479
4117
$4.2M ﹤0.01%
96,773
+12,430
4118
$4.2M ﹤0.01%
258,534
+59,476
4119
$4.19M ﹤0.01%
687,487
-89,446
4120
$4.19M ﹤0.01%
102,671
-526
4121
$4.18M ﹤0.01%
140,861
+7,923
4122
$4.18M ﹤0.01%
705,999
-84,111
4123
$4.17M ﹤0.01%
367,815
+104,188
4124
$4.17M ﹤0.01%
130,873
-170,814
4125
$4.16M ﹤0.01%
170,884
-411,898
163 164
165
166 167