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
5276
$543K ﹤0.01%
11,118
+6,836
5277
$542K ﹤0.01%
85,277
+10,670
5278
$542K ﹤0.01%
27,956
-2,166
5279
$541K ﹤0.01%
9,216
+471
5280
$540K ﹤0.01%
446,222
+104,737
5281
$537K ﹤0.01%
323,625
-143,856
5282
$537K ﹤0.01%
466,630
+355,040
5283
$535K ﹤0.01%
325,457
+35,897
5284
$533K ﹤0.01%
22,519
+1,201
5285
$532K ﹤0.01%
28,167
+7,277
5286
$531K ﹤0.01%
+25,254
5287
$528K ﹤0.01%
20,488
+620
5288
$526K ﹤0.01%
321,018
-8,667
5289
$524K ﹤0.01%
3,040
-1,743
5290
$523K ﹤0.01%
20,879
+3,111
5291
$522K ﹤0.01%
4,635
-141,093
5292
$521K ﹤0.01%
24,774
-6,915
5293
$519K ﹤0.01%
185,260
+94,026
5294
$517K ﹤0.01%
93,961
-7,356
5295
$514K ﹤0.01%
25,519
-608
5296
$513K ﹤0.01%
161,691
+46,221
5297
$512K ﹤0.01%
53,052
+15,484
5298
$511K ﹤0.01%
9,689
+147
5299
$510K ﹤0.01%
12,142
+4,441
5300
$507K ﹤0.01%
123,102
+69,938
210 211
212
213 214