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
5076
$815K ﹤0.01%
450,547
+74,197
5077
$814K ﹤0.01%
108,938
+20,556
5078
$810K ﹤0.01%
415,425
+343,288
5079
$802K ﹤0.01%
78,364
-1,045
5080
$798K ﹤0.01%
323,082
+196,506
5081
$798K ﹤0.01%
8,524
+4,418
5082
$796K ﹤0.01%
110,493
+46,440
5083
$794K ﹤0.01%
24,131
+4,987
5084
$792K ﹤0.01%
59,471
-6,400
5085
$791K ﹤0.01%
29,125
+1,000
5086
$791K ﹤0.01%
34,913
-32,737
5087
$791K ﹤0.01%
449,452
-236,461
5088
$790K ﹤0.01%
69,463
-7,141
5089
$788K ﹤0.01%
70,969
+50,969
5090
$782K ﹤0.01%
6,658
-409
5091
$781K ﹤0.01%
59,676
+31,475
5092
$776K ﹤0.01%
107,150
+43,339
5093
$774K ﹤0.01%
609,343
+31,105
5094
$773K ﹤0.01%
79,841
-5,578
5095
$773K ﹤0.01%
13,128
+7,860
5096
$770K ﹤0.01%
168,131
+138,935
5097
$770K ﹤0.01%
339,206
+278,622
5098
$767K ﹤0.01%
8,865
-984
5099
$767K ﹤0.01%
27,665
-298
5100
$765K ﹤0.01%
34,202
+560
202 203
204
205 206