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
4301
$3.24M ﹤0.01%
149,942
-58,993
4302
$3.23M ﹤0.01%
509,198
+9,712
4303
$3.23M ﹤0.01%
835,407
+178,160
4304
$3.23M ﹤0.01%
1,098,568
+12,578
4305
$3.23M ﹤0.01%
359,441
+125,294
4306
$3.22M ﹤0.01%
489,624
-1,957
4307
$3.22M ﹤0.01%
46,620
+12,964
4308
$3.21M ﹤0.01%
68,375
+789
4309
$3.21M ﹤0.01%
1,249,278
-208,557
4310
$3.19M ﹤0.01%
64,436
+38,240
4311
$3.19M ﹤0.01%
431,732
-10,985
4312
$3.19M ﹤0.01%
85,254
+814
4313
$3.19M ﹤0.01%
160,430
-3,805
4314
$3.19M ﹤0.01%
91,986
-36,712
4315
$3.18M ﹤0.01%
132,734
+15,181
4316
$3.18M ﹤0.01%
122,788
+13,910
4317
$3.18M ﹤0.01%
58,596
+12,636
4318
$3.16M ﹤0.01%
939,385
+260,077
4319
$3.15M ﹤0.01%
10,787
+7,944
4320
$3.15M ﹤0.01%
32,501
-15,205
4321
$3.15M ﹤0.01%
204,693
-5,651
4322
$3.14M ﹤0.01%
172,049
+56,689
4323
$3.14M ﹤0.01%
39,267
-6,790
4324
$3.13M ﹤0.01%
896,541
+189,712
4325
$3.13M ﹤0.01%
1,420,683
-1,238,238
171 172
173
174 175