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
4851
$1.29M ﹤0.01%
97,519
-39
4852
$1.29M ﹤0.01%
283,942
-28,133
4853
$1.29M ﹤0.01%
97,479
-24,201
4854
$1.29M ﹤0.01%
87,940
+43,752
4855
$1.28M ﹤0.01%
352,768
-83,796
4856
$1.28M ﹤0.01%
127,503
-19,225
4857
$1.28M ﹤0.01%
113,564
+76,366
4858
$1.28M ﹤0.01%
33,429
-1,521
4859
$1.28M ﹤0.01%
47,911
4860
$1.27M ﹤0.01%
18,908
+90
4861
$1.27M ﹤0.01%
1,097,651
+3,693
4862
$1.27M ﹤0.01%
23,901
-178
4863
$1.27M ﹤0.01%
97,843
-70,098
4864
$1.27M ﹤0.01%
203,656
-44,323
4865
$1.26M ﹤0.01%
48,704
+18,391
4866
$1.24M ﹤0.01%
598,324
+440,843
4867
$1.24M ﹤0.01%
79,473
+2,952
4868
$1.24M ﹤0.01%
853,346
+260,376
4869
$1.23M ﹤0.01%
254,339
+160,262
4870
$1.23M ﹤0.01%
144,710
+50,925
4871
$1.23M ﹤0.01%
14,843
-279
4872
$1.23M ﹤0.01%
56,060
+728
4873
$1.23M ﹤0.01%
44,600
+3,435
4874
$1.22M ﹤0.01%
219,855
+25,293
4875
$1.21M ﹤0.01%
26,296
-29,747
193 194
195
196 197