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
5301
$506K ﹤0.01%
176,183
+43,011
5302
$503K ﹤0.01%
5,798
+5,164
5303
$502K ﹤0.01%
28,066
+12,878
5304
$501K ﹤0.01%
10,889
+2,729
5305
$499K ﹤0.01%
15,015
+777
5306
$499K ﹤0.01%
124,736
-11,732
5307
$497K ﹤0.01%
49,773
+29,789
5308
$497K ﹤0.01%
379,081
+242,761
5309
$494K ﹤0.01%
84,153
+22,269
5310
$494K ﹤0.01%
42,665
+14,192
5311
$492K ﹤0.01%
13,087
-3,531
5312
$492K ﹤0.01%
27,530
-3,050
5313
$492K ﹤0.01%
26,396
+23,975
5314
$489K ﹤0.01%
11,095
+4,981
5315
$489K ﹤0.01%
169,038
-242,342
5316
$487K ﹤0.01%
158,224
+41,809
5317
$487K ﹤0.01%
16,886
-1,571
5318
$485K ﹤0.01%
11,623
-136,207
5319
$485K ﹤0.01%
14,008
+7,089
5320
$483K ﹤0.01%
10,800
+9,464
5321
$483K ﹤0.01%
81,999
+56,200
5322
$483K ﹤0.01%
18,141
+3,924
5323
$483K ﹤0.01%
15,191
+677
5324
$482K ﹤0.01%
24,736
+1,326
5325
$481K ﹤0.01%
34,387
-8,346
211 212
213
214 215