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
4601
$1.99M ﹤0.01%
459,652
-57,446
4602
$1.99M ﹤0.01%
94,482
-31,059
4603
$1.99M ﹤0.01%
403,387
-31,710
4604
$1.99M ﹤0.01%
54,359
-49,346
4605
$1.99M ﹤0.01%
105,064
+13,764
4606
$1.98M ﹤0.01%
265,310
-2,356
4607
$1.98M ﹤0.01%
122,061
+32,425
4608
$1.97M ﹤0.01%
73,405
-2,893
4609
$1.97M ﹤0.01%
237,777
-50,188
4610
$1.97M ﹤0.01%
285,296
+114,718
4611
$1.97M ﹤0.01%
133,374
-33,728
4612
$1.97M ﹤0.01%
609,340
-2,438,526
4613
$1.96M ﹤0.01%
187,012
+63,295
4614
$1.96M ﹤0.01%
544,268
+88,924
4615
$1.96M ﹤0.01%
250,892
+83,889
4616
$1.96M ﹤0.01%
794,917
+243,623
4617
$1.96M ﹤0.01%
88,924
+40,404
4618
$1.94M ﹤0.01%
287,038
-116,451
4619
$1.93M ﹤0.01%
77,913
-14,740
4620
$1.93M ﹤0.01%
177,593
+10,503
4621
$1.93M ﹤0.01%
+61,220
4622
$1.92M ﹤0.01%
164,105
+418
4623
$1.92M ﹤0.01%
118,043
-41,864
4624
$1.91M ﹤0.01%
214,226
-26,892
4625
$1.9M ﹤0.01%
119,824
+38,388
183 184
185
186 187