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
5226
$606K ﹤0.01%
+1,318
5227
$605K ﹤0.01%
112,284
+106,279
5228
$604K ﹤0.01%
226,582
+9,511
5229
$602K ﹤0.01%
56,911
+17,645
5230
$600K ﹤0.01%
33,433
-1,909
5231
$600K ﹤0.01%
52,004
-1,951
5232
$599K ﹤0.01%
21,113
+5,049
5233
$599K ﹤0.01%
76,131
+12,296
5234
$599K ﹤0.01%
6,524
+615
5235
$599K ﹤0.01%
77,246
+74,792
5236
$596K ﹤0.01%
278,579
-52,138
5237
$595K ﹤0.01%
18,131
+17,820
5238
$594K ﹤0.01%
14,823
+11,359
5239
$594K ﹤0.01%
611,698
-231,699
5240
$590K ﹤0.01%
278,206
+278,205
5241
$590K ﹤0.01%
20,151
-1,021
5242
$588K ﹤0.01%
5,844
-8,409
5243
$587K ﹤0.01%
71,219
+39,267
5244
$586K ﹤0.01%
58,973
-221,283
5245
$586K ﹤0.01%
83,601
-106,376
5246
$586K ﹤0.01%
74,040
-12,275
5247
$584K ﹤0.01%
22,917
+16,605
5248
$582K ﹤0.01%
96,622
+48,696
5249
$578K ﹤0.01%
11,626
+9,872
5250
$577K ﹤0.01%
15,632
+11,149
208 209
210
211 212