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
4976
$982K ﹤0.01%
1,444,326
+288,488
4977
$975K ﹤0.01%
744,593
+4,173
4978
$974K ﹤0.01%
217,424
+111,237
4979
$971K ﹤0.01%
263,143
+82,018
4980
$970K ﹤0.01%
153,772
-77,987
4981
$967K ﹤0.01%
98,684
-12,514
4982
$965K ﹤0.01%
507,772
-464,646
4983
$962K ﹤0.01%
445,495
+135,151
4984
$962K ﹤0.01%
130,500
+42,068
4985
$961K ﹤0.01%
95,651
+19,770
4986
$958K ﹤0.01%
169,583
+80,815
4987
$958K ﹤0.01%
127,901
-42,241
4988
$955K ﹤0.01%
203,254
-74,842
4989
$955K ﹤0.01%
16,289
+416
4990
$955K ﹤0.01%
32,570
+4,452
4991
$950K ﹤0.01%
650,977
+9,074
4992
$948K ﹤0.01%
55,640
+4,454
4993
$941K ﹤0.01%
150,288
+50,841
4994
$938K ﹤0.01%
240,476
+136,893
4995
$937K ﹤0.01%
345,629
+123,672
4996
$933K ﹤0.01%
28,142
+9,011
4997
$933K ﹤0.01%
48,161
+11,572
4998
$932K ﹤0.01%
+27,485
4999
$931K ﹤0.01%
259,992
+9,997
5000
$930K ﹤0.01%
259,179
+186,328
198 199
200
201 202