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
4351
$3.01M ﹤0.01%
125,771
+36,513
4352
$3.01M ﹤0.01%
314,228
-96,249
4353
$3.01M ﹤0.01%
332,134
+4,670
4354
$3M ﹤0.01%
103,821
-83,933
4355
$3M ﹤0.01%
432,185
-31,332
4356
$3M ﹤0.01%
290,345
-60,300
4357
$2.98M ﹤0.01%
65,623
-4,813
4358
$2.98M ﹤0.01%
130,375
-1,156
4359
$2.98M ﹤0.01%
49,901
-4,608
4360
$2.97M ﹤0.01%
775,036
+219,977
4361
$2.97M ﹤0.01%
58,952
-374
4362
$2.96M ﹤0.01%
345,032
-5,135
4363
$2.96M ﹤0.01%
454,354
+114,756
4364
$2.96M ﹤0.01%
77,361
+2,396
4365
$2.95M ﹤0.01%
103,555
-3,253
4366
$2.95M ﹤0.01%
770,045
+6,716
4367
$2.94M ﹤0.01%
61,117
+11,243
4368
$2.94M ﹤0.01%
547,915
+175,631
4369
$2.93M ﹤0.01%
65,006
4370
$2.93M ﹤0.01%
63,454
+28,765
4371
$2.92M ﹤0.01%
+154,400
4372
$2.91M ﹤0.01%
57,409
-1,637
4373
$2.91M ﹤0.01%
19,822
-2,096
4374
$2.9M ﹤0.01%
+138,554
4375
$2.9M ﹤0.01%
33,524
-3,334
173 174
175
176 177