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
4701
$1.69M ﹤0.01%
143,014
-45,144
4702
$1.69M ﹤0.01%
387,584
+90,935
4703
$1.68M ﹤0.01%
119,158
+24,872
4704
$1.68M ﹤0.01%
117,860
+8,851
4705
$1.68M ﹤0.01%
177,744
-4,109
4706
$1.68M ﹤0.01%
69,359
+68,362
4707
$1.68M ﹤0.01%
48,152
-3,875
4708
$1.67M ﹤0.01%
73,013
-2,114
4709
$1.67M ﹤0.01%
505,578
-191,240
4710
$1.66M ﹤0.01%
+191,975
4711
$1.66M ﹤0.01%
31,659
+4,043
4712
$1.66M ﹤0.01%
100,321
+6,568
4713
$1.66M ﹤0.01%
41,893
-1,681
4714
$1.66M ﹤0.01%
173,350
+11,224
4715
$1.64M ﹤0.01%
466,551
-517,303
4716
$1.64M ﹤0.01%
465,801
-143,079
4717
$1.64M ﹤0.01%
126,667
+4,707
4718
$1.63M ﹤0.01%
66,902
+9,240
4719
$1.63M ﹤0.01%
228,811
+20,836
4720
$1.62M ﹤0.01%
385,214
+297,173
4721
$1.62M ﹤0.01%
592,440
-216,675
4722
$1.62M ﹤0.01%
225,778
+37,636
4723
$1.62M ﹤0.01%
77,205
-20,841
4724
$1.61M ﹤0.01%
264,767
-27,661
4725
$1.61M ﹤0.01%
102,084
-21,382
187 188
189
190 191