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
4651
$1.83M ﹤0.01%
13,826
-597
4652
$1.82M ﹤0.01%
30,503
-1,047
4653
$1.82M ﹤0.01%
242,092
-239,740
4654
$1.82M ﹤0.01%
77,309
-210,143
4655
$1.82M ﹤0.01%
202,851
+17,046
4656
$1.82M ﹤0.01%
43,489
-27,340
4657
$1.82M ﹤0.01%
63,806
+18,338
4658
$1.81M ﹤0.01%
54,231
+20,438
4659
$1.81M ﹤0.01%
291,831
+26,970
4660
$1.81M ﹤0.01%
58,472
-19,880
4661
$1.8M ﹤0.01%
229,845
-11,737
4662
$1.8M ﹤0.01%
35,869
+16,375
4663
$1.79M ﹤0.01%
63,684
+34,831
4664
$1.79M ﹤0.01%
62,183
-48,006
4665
$1.79M ﹤0.01%
195,238
-1,607
4666
$1.79M ﹤0.01%
60,000
4667
$1.79M ﹤0.01%
174,315
-95,138
4668
$1.79M ﹤0.01%
141,722
-25,749
4669
$1.79M ﹤0.01%
118,090
-33,748
4670
$1.78M ﹤0.01%
910,379
+330,818
4671
$1.78M ﹤0.01%
36,133
+7,800
4672
$1.78M ﹤0.01%
491,373
+152,684
4673
$1.77M ﹤0.01%
452,273
-26,625
4674
$1.77M ﹤0.01%
273,410
+29,167
4675
$1.77M ﹤0.01%
54,164
-18,531
185 186
187
188 189