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
4201
$3.76M ﹤0.01%
404,357
-459,866
4202
$3.76M ﹤0.01%
932,406
+61,691
4203
$3.75M ﹤0.01%
315,942
-31,574
4204
$3.75M ﹤0.01%
216,622
-41,756
4205
$3.75M ﹤0.01%
127,638
+15,218
4206
$3.74M ﹤0.01%
284,473
-10,909
4207
$3.74M ﹤0.01%
50,757
+28,043
4208
$3.74M ﹤0.01%
71,186
+11,262
4209
$3.73M ﹤0.01%
194,060
+56,409
4210
$3.73M ﹤0.01%
166,235
+123,100
4211
$3.72M ﹤0.01%
+107,772
4212
$3.72M ﹤0.01%
114,134
-37,702
4213
$3.71M ﹤0.01%
136,590
+19,907
4214
$3.71M ﹤0.01%
98,165
-7,157
4215
$3.7M ﹤0.01%
2,892,967
-17,053
4216
$3.7M ﹤0.01%
174,959
+13,710
4217
$3.69M ﹤0.01%
138,132
+17,261
4218
$3.69M ﹤0.01%
148,226
+108,226
4219
$3.67M ﹤0.01%
100,000
4220
$3.66M ﹤0.01%
524,996
+39,076
4221
$3.66M ﹤0.01%
413,805
+106,977
4222
$3.66M ﹤0.01%
267,827
+207,524
4223
$3.66M ﹤0.01%
89,202
+3,068
4224
$3.66M ﹤0.01%
293,492
+163,795
4225
$3.66M ﹤0.01%
2,041,999
-2,602,838
167 168
169
170 171