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
4401
$2.8M ﹤0.01%
25,500
-464
4402
$2.8M ﹤0.01%
200,367
-141,428
4403
$2.79M ﹤0.01%
79,708
-2,706
4404
$2.79M ﹤0.01%
405,201
-251,528
4405
$2.79M ﹤0.01%
55,668
+55,563
4406
$2.79M ﹤0.01%
70,671
+10,471
4407
$2.79M ﹤0.01%
250,184
+25,364
4408
$2.79M ﹤0.01%
164,226
+56,415
4409
$2.79M ﹤0.01%
592,595
-16,442
4410
$2.78M ﹤0.01%
336,400
+8,635
4411
$2.76M ﹤0.01%
123,045
+106,189
4412
$2.75M ﹤0.01%
203,750
+63,973
4413
$2.75M ﹤0.01%
199,409
+14,287
4414
$2.74M ﹤0.01%
534,621
+284,102
4415
$2.73M ﹤0.01%
751,175
+119,538
4416
$2.73M ﹤0.01%
2,433,575
+193,517
4417
$2.72M ﹤0.01%
2,059,054
-2,049,434
4418
$2.71M ﹤0.01%
265,127
-845
4419
$2.71M ﹤0.01%
239,629
+15,840
4420
$2.71M ﹤0.01%
137,274
+136,743
4421
$2.7M ﹤0.01%
131,645
-204,614
4422
$2.7M ﹤0.01%
118,790
-240
4423
$2.69M ﹤0.01%
152,423
-16,093
4424
$2.69M ﹤0.01%
167,627
+81,138
4425
$2.68M ﹤0.01%
159,950
-118,046
175 176
177
178 179