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
5151
$693K ﹤0.01%
123,575
-16,252
5152
$693K ﹤0.01%
21,208
+6,743
5153
$691K ﹤0.01%
807,789
+384,476
5154
$690K ﹤0.01%
41,642
+36,854
5155
$690K ﹤0.01%
19,915
-163,085
5156
$689K ﹤0.01%
450,197
+231,618
5157
$688K ﹤0.01%
62,827
+56,022
5158
$688K ﹤0.01%
608,969
-1,744,132
5159
$686K ﹤0.01%
21,991
+1,954
5160
$686K ﹤0.01%
44,380
+23,649
5161
$686K ﹤0.01%
157,002
+80,292
5162
$684K ﹤0.01%
462,043
+378,485
5163
$683K ﹤0.01%
34,643
-4,495
5164
$681K ﹤0.01%
18,928
+16,251
5165
$681K ﹤0.01%
425,599
+386,125
5166
$679K ﹤0.01%
22,565
+9,375
5167
$679K ﹤0.01%
23,829
-1,786
5168
$678K ﹤0.01%
201,094
-266,132
5169
$677K ﹤0.01%
338,614
-183,257
5170
$677K ﹤0.01%
59,985
-11,607
5171
$674K ﹤0.01%
17,662
+5,239
5172
$672K ﹤0.01%
13,412
+1,431
5173
$671K ﹤0.01%
48,063
-13,611
5174
$669K ﹤0.01%
527,095
+367,157
5175
$668K ﹤0.01%
41,777
-5,944
205 206
207
208 209