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
4676
$1.76M ﹤0.01%
1,330,866
-51,843
4677
$1.76M ﹤0.01%
+49,474
4678
$1.76M ﹤0.01%
147,009
+39,718
4679
$1.75M ﹤0.01%
141,072
-217,713
4680
$1.75M ﹤0.01%
71,796
+16,433
4681
$1.75M ﹤0.01%
38,383
+4,674
4682
$1.75M ﹤0.01%
563,439
+182,954
4683
$1.75M ﹤0.01%
203,059
+56,616
4684
$1.73M ﹤0.01%
230,244
+19,383
4685
$1.73M ﹤0.01%
55,817
+13,340
4686
$1.73M ﹤0.01%
262,241
+101,255
4687
$1.73M ﹤0.01%
42,786
-5,461
4688
$1.73M ﹤0.01%
203,375
+107
4689
$1.72M ﹤0.01%
341,550
+277,844
4690
$1.72M ﹤0.01%
209,896
+6,853
4691
$1.72M ﹤0.01%
92,585
+17,078
4692
$1.72M ﹤0.01%
413,913
+152,259
4693
$1.71M ﹤0.01%
317,811
+8,237
4694
$1.71M ﹤0.01%
38,537
+31,346
4695
$1.7M ﹤0.01%
777,765
+341,544
4696
$1.7M ﹤0.01%
44,708
-66,868
4697
$1.7M ﹤0.01%
66,956
-5,608
4698
$1.7M ﹤0.01%
171,633
+64,959
4699
$1.7M ﹤0.01%
144,839
+56,828
4700
$1.69M ﹤0.01%
468,618
+27,695
186 187
188
189 190