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
4326
$3.12M ﹤0.01%
864,921
+171,530
4327
$3.12M ﹤0.01%
486,893
+12,475
4328
$3.12M ﹤0.01%
111,478
+12,420
4329
$3.12M ﹤0.01%
134,465
+44,041
4330
$3.11M ﹤0.01%
201,127
+2,042
4331
$3.1M ﹤0.01%
298,046
-17,138
4332
$3.1M ﹤0.01%
79,788
-3,996
4333
$3.1M ﹤0.01%
3,677,091
-871,525
4334
$3.1M ﹤0.01%
71,398
-39,734
4335
$3.08M ﹤0.01%
391,039
-239,090
4336
$3.08M ﹤0.01%
360,013
-1,514
4337
$3.07M ﹤0.01%
1,440,391
-69,848
4338
$3.07M ﹤0.01%
42,890
+38,242
4339
$3.06M ﹤0.01%
393,582
+131,930
4340
$3.06M ﹤0.01%
135,754
+125,847
4341
$3.06M ﹤0.01%
131,194
+125,334
4342
$3.05M ﹤0.01%
483,844
+121,910
4343
$3.05M ﹤0.01%
1,124,612
-262,221
4344
$3.05M ﹤0.01%
60,171
-1,625
4345
$3.04M ﹤0.01%
108,771
+51,590
4346
$3.04M ﹤0.01%
632,715
-27,296
4347
$3.04M ﹤0.01%
227,723
+58,838
4348
$3.03M ﹤0.01%
31,041
-14,165
4349
$3.03M ﹤0.01%
17,470
+3,984
4350
$3.03M ﹤0.01%
313,971
+7,072
172 173
174
175 176