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
5201
$632K ﹤0.01%
18,375
+3,206
5202
$632K ﹤0.01%
156,837
-811
5203
$632K ﹤0.01%
17,540
-5,261
5204
$632K ﹤0.01%
74,240
+21,804
5205
$631K ﹤0.01%
1,583,201
-3,871,927
5206
$631K ﹤0.01%
27,974
+6,890
5207
$629K ﹤0.01%
204,713
+123,724
5208
$629K ﹤0.01%
21,717
+852
5209
$627K ﹤0.01%
8,729
+3,063
5210
$625K ﹤0.01%
22,839
-1,739
5211
$623K ﹤0.01%
40,150
+17,004
5212
$622K ﹤0.01%
45,958
+8,778
5213
$622K ﹤0.01%
317,444
-235,399
5214
$622K ﹤0.01%
74,888
+7,401
5215
$620K ﹤0.01%
202,038
+67,128
5216
$618K ﹤0.01%
50,000
+49,848
5217
$617K ﹤0.01%
23,246
+22,166
5218
$617K ﹤0.01%
123,207
-24,481
5219
$617K ﹤0.01%
8,213
-674
5220
$615K ﹤0.01%
214,148
+128,586
5221
$614K ﹤0.01%
20,873
+1,481
5222
$614K ﹤0.01%
51,699
+2,483
5223
$610K ﹤0.01%
16,013
-18,189
5224
$609K ﹤0.01%
129,097
-87,776
5225
$608K ﹤0.01%
+37,848
207 208
209
210 211