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
4226
$3.65M ﹤0.01%
365,572
-10,767
4227
$3.64M ﹤0.01%
324,822
+29,811
4228
$3.64M ﹤0.01%
367,661
-43,693
4229
$3.64M ﹤0.01%
475,280
-21,873
4230
$3.63M ﹤0.01%
262,609
+59,179
4231
$3.62M ﹤0.01%
151,090
-29,712
4232
$3.62M ﹤0.01%
378,402
+197,812
4233
$3.62M ﹤0.01%
798,515
+156,627
4234
$3.62M ﹤0.01%
269,682
-2,341
4235
$3.6M ﹤0.01%
44,779
-10,233
4236
$3.6M ﹤0.01%
511,796
+7,505
4237
$3.59M ﹤0.01%
257,135
+252,670
4238
$3.58M ﹤0.01%
132,661
-32,191
4239
$3.58M ﹤0.01%
368,219
-690,418
4240
$3.58M ﹤0.01%
894,405
+220,881
4241
$3.57M ﹤0.01%
264,722
+48,559
4242
$3.57M ﹤0.01%
374,723
+245,257
4243
$3.57M ﹤0.01%
1,212,927
+259,738
4244
$3.56M ﹤0.01%
994,184
+31,660
4245
$3.56M ﹤0.01%
116,270
-3,821
4246
$3.56M ﹤0.01%
778,005
+358,242
4247
$3.55M ﹤0.01%
137,599
+7,944
4248
$3.55M ﹤0.01%
313,452
+43,956
4249
$3.55M ﹤0.01%
144,581
-67,413
4250
$3.55M ﹤0.01%
5,987,541
-4,349,682
168 169
170
171 172