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
5026
$889K ﹤0.01%
248,188
+177,474
5027
$887K ﹤0.01%
220,682
+103,140
5028
$885K ﹤0.01%
67,763
+2,607
5029
$884K ﹤0.01%
144,913
-49,121
5030
$884K ﹤0.01%
15,177
+6,156
5031
$884K ﹤0.01%
153,147
-70,753
5032
$882K ﹤0.01%
213,503
+183,877
5033
$880K ﹤0.01%
1,023,774
-97,302
5034
$879K ﹤0.01%
136,712
+88,136
5035
$877K ﹤0.01%
60,380
-10,573
5036
$873K ﹤0.01%
231,589
+42,563
5037
$872K ﹤0.01%
382,613
+127,100
5038
$870K ﹤0.01%
33,712
-8,905
5039
$870K ﹤0.01%
66,944
+14,717
5040
$870K ﹤0.01%
19,445
+13,841
5041
$869K ﹤0.01%
658,643
+339,656
5042
$867K ﹤0.01%
16,720
-2,222
5043
$863K ﹤0.01%
884,817
-8,117
5044
$863K ﹤0.01%
14,930
-3,719
5045
$860K ﹤0.01%
301,650
-150,323
5046
$858K ﹤0.01%
72,491
+33,662
5047
$857K ﹤0.01%
29,065
-2,503
5048
$857K ﹤0.01%
250,466
+51,240
5049
$856K ﹤0.01%
214,060
+85,654
5050
$854K ﹤0.01%
82,904
+6,994
200 201
202
203 204