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
5001
$929K ﹤0.01%
185,830
-196,391
5002
$926K ﹤0.01%
40,794
+17,984
5003
$926K ﹤0.01%
172,744
-5,640
5004
$924K ﹤0.01%
296,158
+15,139
5005
$919K ﹤0.01%
19,847
-427
5006
$917K ﹤0.01%
99,310
+59,232
5007
$916K ﹤0.01%
26,555
+2,110
5008
$915K ﹤0.01%
37,456
+24,895
5009
$915K ﹤0.01%
130,937
-20,885
5010
$913K ﹤0.01%
29,823
+11,236
5011
$913K ﹤0.01%
86,306
+21,822
5012
$912K ﹤0.01%
72,293
+18,885
5013
$910K ﹤0.01%
36,328
-13,944
5014
$909K ﹤0.01%
243,620
-210,213
5015
$909K ﹤0.01%
653,678
-135,783
5016
$907K ﹤0.01%
+23,161
5017
$898K ﹤0.01%
61,053
-12,009
5018
$897K ﹤0.01%
84,860
-6,184
5019
$896K ﹤0.01%
17,589
-397
5020
$894K ﹤0.01%
22,705
-82
5021
$893K ﹤0.01%
285,211
-198,885
5022
$893K ﹤0.01%
149,514
+57,050
5023
$892K ﹤0.01%
246,307
+70,492
5024
$891K ﹤0.01%
16,626
-5,576
5025
$891K ﹤0.01%
109,047
-7,406
199 200
201
202 203