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
4151
$4.01M ﹤0.01%
388,070
-169,707
4152
$4.01M ﹤0.01%
394,785
+226,114
4153
$4.01M ﹤0.01%
88,776
+66,678
4154
$4M ﹤0.01%
343,071
+50,941
4155
$3.99M ﹤0.01%
886,263
+614,883
4156
$3.97M ﹤0.01%
839,473
+22,004
4157
$3.97M ﹤0.01%
332,323
+174,353
4158
$3.97M ﹤0.01%
103,043
+2,846
4159
$3.96M ﹤0.01%
91,119
+26,921
4160
$3.95M ﹤0.01%
84,349
+75,943
4161
$3.95M ﹤0.01%
554,245
+22,636
4162
$3.94M ﹤0.01%
163,730
+3,541
4163
$3.94M ﹤0.01%
+329,479
4164
$3.94M ﹤0.01%
166,289
+51,536
4165
$3.94M ﹤0.01%
120,250
+119,776
4166
$3.93M ﹤0.01%
342,355
+15,231
4167
$3.93M ﹤0.01%
165,613
+67,391
4168
$3.92M ﹤0.01%
3,412,178
+426,993
4169
$3.91M ﹤0.01%
516,020
+2,313
4170
$3.91M ﹤0.01%
1,150,121
+404,644
4171
$3.91M ﹤0.01%
390,272
-22,161
4172
$3.9M ﹤0.01%
31,308
+29,434
4173
$3.9M ﹤0.01%
276,839
+90,849
4174
$3.89M ﹤0.01%
409,121
-89,025
4175
$3.88M ﹤0.01%
242,878
-36,357
165 166
167
168 169