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
4901
$1.15M ﹤0.01%
108,382
-16,454
4902
$1.14M ﹤0.01%
22,547
-19,209
4903
$1.14M ﹤0.01%
237,005
+49,717
4904
$1.14M ﹤0.01%
23,677
+21,788
4905
$1.14M ﹤0.01%
25,541
+7,023
4906
$1.13M ﹤0.01%
989,117
+175,618
4907
$1.13M ﹤0.01%
25,298
+24,792
4908
$1.13M ﹤0.01%
57,308
-1,558
4909
$1.12M ﹤0.01%
31,134
+6,640
4910
$1.12M ﹤0.01%
19,024
-3,693
4911
$1.11M ﹤0.01%
521,018
-355,143
4912
$1.11M ﹤0.01%
151,733
-34,220
4913
$1.11M ﹤0.01%
322,462
+59,924
4914
$1.1M ﹤0.01%
315,053
+20,234
4915
$1.1M ﹤0.01%
300,191
+179,535
4916
$1.1M ﹤0.01%
9,686
+463
4917
$1.1M ﹤0.01%
74,396
-47,947
4918
$1.1M ﹤0.01%
174,116
+28,977
4919
$1.1M ﹤0.01%
158,999
+82,388
4920
$1.1M ﹤0.01%
163,097
+89,436
4921
$1.1M ﹤0.01%
259,023
-53,276
4922
$1.09M ﹤0.01%
166,784
-7,259
4923
$1.09M ﹤0.01%
99,308
+47,917
4924
$1.09M ﹤0.01%
21,979
-8,159
4925
$1.08M ﹤0.01%
667,226
+52,638
195 196
197
198 199