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
4476
$2.44M ﹤0.01%
42,935
-6,972
4477
$2.44M ﹤0.01%
940,245
+10,833
4478
$2.43M ﹤0.01%
81,216
+7,518
4479
$2.43M ﹤0.01%
47,936
+8,533
4480
$2.42M ﹤0.01%
48,569
-2,202
4481
$2.42M ﹤0.01%
81,186
+1,821
4482
$2.41M ﹤0.01%
128,867
+9,876
4483
$2.41M ﹤0.01%
169,333
-335,466
4484
$2.4M ﹤0.01%
134,337
-117,307
4485
$2.4M ﹤0.01%
1,528,109
+1,196,433
4486
$2.39M ﹤0.01%
59,580
-24,482
4487
$2.38M ﹤0.01%
83,086
+32,043
4488
$2.38M ﹤0.01%
143,242
-39,165
4489
$2.38M ﹤0.01%
284,826
+4,390
4490
$2.38M ﹤0.01%
1,084,478
+1,018,028
4491
$2.37M ﹤0.01%
78,387
-6,468
4492
$2.37M ﹤0.01%
43,257
+33,549
4493
$2.37M ﹤0.01%
194,211
-28,821
4494
$2.36M ﹤0.01%
1,209,803
-760,167
4495
$2.36M ﹤0.01%
375,290
+238,233
4496
$2.36M ﹤0.01%
46,669
-323,135
4497
$2.35M ﹤0.01%
46,393
-48,131
4498
$2.35M ﹤0.01%
121,516
+50,848
4499
$2.34M ﹤0.01%
19,919
+1,788
4500
$2.34M ﹤0.01%
588,361
-43,862
178 179
180
181 182