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
4951
$1.03M ﹤0.01%
47,489
+31,357
4952
$1.03M ﹤0.01%
256,966
-135,904
4953
$1.03M ﹤0.01%
111,328
-24,444
4954
$1.03M ﹤0.01%
4,313
-67
4955
$1.03M ﹤0.01%
98,541
+8,493
4956
$1.03M ﹤0.01%
55,314
-116,431
4957
$1.03M ﹤0.01%
537,011
+60,892
4958
$1.03M ﹤0.01%
178,010
+56,916
4959
$1.02M ﹤0.01%
81,733
+38,633
4960
$1.02M ﹤0.01%
727,504
-402,003
4961
$1.02M ﹤0.01%
339,099
+110,101
4962
$1.01M ﹤0.01%
74,567
+51,887
4963
$1.01M ﹤0.01%
4,232,268
+1,516,321
4964
$1.01M ﹤0.01%
+110,509
4965
$1.01M ﹤0.01%
45,549
+12,773
4966
$1.01M ﹤0.01%
818,691
+359,158
4967
$1M ﹤0.01%
120,797
+36,706
4968
$994K ﹤0.01%
62,302
+33,451
4969
$994K ﹤0.01%
176,616
+143,792
4970
$994K ﹤0.01%
153,408
+39,649
4971
$994K ﹤0.01%
6,217
+1,369
4972
$991K ﹤0.01%
74,118
-213,989
4973
$990K ﹤0.01%
276,601
+142,137
4974
$983K ﹤0.01%
101,792
+36,558
4975
$982K ﹤0.01%
55,154
+1,247
197 198
199
200 201