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
4526
$2.26M ﹤0.01%
146,294
+6,985
4527
$2.26M ﹤0.01%
290,599
+61,197
4528
$2.25M ﹤0.01%
835,078
-121,120
4529
$2.25M ﹤0.01%
646,040
+574,770
4530
$2.25M ﹤0.01%
79,903
-1,050
4531
$2.25M ﹤0.01%
47,611
-10,892
4532
$2.24M ﹤0.01%
52,821
-10,245
4533
$2.23M ﹤0.01%
92,649
+24,383
4534
$2.22M ﹤0.01%
752,625
+84,000
4535
$2.22M ﹤0.01%
160,202
-2,707
4536
$2.21M ﹤0.01%
394,716
-50,461
4537
$2.21M ﹤0.01%
2,231,924
+1,678,593
4538
$2.21M ﹤0.01%
101,354
-20,584
4539
$2.2M ﹤0.01%
32,421
-7,069
4540
$2.2M ﹤0.01%
186,777
+2,174
4541
$2.19M ﹤0.01%
63,425
-7,930
4542
$2.19M ﹤0.01%
143,089
-47,516
4543
$2.19M ﹤0.01%
1,082,782
-233,370
4544
$2.18M ﹤0.01%
158,351
+34,064
4545
$2.18M ﹤0.01%
236,180
-3,563
4546
$2.18M ﹤0.01%
58,173
-477
4547
$2.18M ﹤0.01%
105,613
+32,903
4548
$2.17M ﹤0.01%
286,526
-198,965
4549
$2.17M ﹤0.01%
368,251
+169,246
4550
$2.16M ﹤0.01%
21,745
-2,479
180 181
182
183 184