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
4451
$2.58M ﹤0.01%
1,590,396
+381,145
4452
$2.57M ﹤0.01%
570,450
+148,360
4453
$2.57M ﹤0.01%
119,599
+14,774
4454
$2.57M ﹤0.01%
52,638
+1,018
4455
$2.57M ﹤0.01%
137,849
+58,681
4456
$2.56M ﹤0.01%
162,166
+31,399
4457
$2.56M ﹤0.01%
387,850
+275,129
4458
$2.56M ﹤0.01%
185,140
+2,861
4459
$2.54M ﹤0.01%
149,454
+17,340
4460
$2.53M ﹤0.01%
3,628,528
+3,060,916
4461
$2.52M ﹤0.01%
165,415
+62,546
4462
$2.52M ﹤0.01%
290,432
-180,324
4463
$2.52M ﹤0.01%
394,976
+185,121
4464
$2.51M ﹤0.01%
686,131
-93,261
4465
$2.51M ﹤0.01%
4,864,740
-3,936,698
4466
$2.51M ﹤0.01%
795,746
+97,218
4467
$2.5M ﹤0.01%
43,967
-2,412
4468
$2.5M ﹤0.01%
92,783
-16,578
4469
$2.49M ﹤0.01%
130,121
-1,965
4470
$2.49M ﹤0.01%
652,829
+256,313
4471
$2.48M ﹤0.01%
244,079
-108,005
4472
$2.47M ﹤0.01%
175,894
-7,834
4473
$2.46M ﹤0.01%
211,012
-56,903
4474
$2.46M ﹤0.01%
106,609
+37,236
4475
$2.45M ﹤0.01%
1,487,595
+872,744
177 178
179
180 181