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
4501
$2.34M ﹤0.01%
1,314,116
-73,140
4502
$2.34M ﹤0.01%
208,328
-319,463
4503
$2.33M ﹤0.01%
121,370
+56,676
4504
$2.33M ﹤0.01%
81,541
+2,599
4505
$2.33M ﹤0.01%
80,742
-2,344
4506
$2.33M ﹤0.01%
49,009
+32,695
4507
$2.33M ﹤0.01%
316,574
+3,280
4508
$2.32M ﹤0.01%
138,556
-103,515
4509
$2.32M ﹤0.01%
347,745
-502,978
4510
$2.31M ﹤0.01%
68,698
+20,509
4511
$2.3M ﹤0.01%
284,122
+12,830
4512
$2.3M ﹤0.01%
34,310
-15,446
4513
$2.3M ﹤0.01%
70,912
-30,979
4514
$2.3M ﹤0.01%
214,158
-21,980
4515
$2.29M ﹤0.01%
211,893
+55,782
4516
$2.29M ﹤0.01%
30,952
-1,724
4517
$2.29M ﹤0.01%
205,675
+87,625
4518
$2.29M ﹤0.01%
76,991
-4,555
4519
$2.28M ﹤0.01%
94,921
+9,195
4520
$2.28M ﹤0.01%
+34,215
4521
$2.28M ﹤0.01%
660,083
+137,033
4522
$2.28M ﹤0.01%
127,461
+21,193
4523
$2.27M ﹤0.01%
110,882
-11,124
4524
$2.27M ﹤0.01%
114,256
+63,083
4525
$2.26M ﹤0.01%
146,945
+48,448
179 180
181
182 183