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
5351
$459K ﹤0.01%
11,116
+3,516
5352
$459K ﹤0.01%
26,107
-905
5353
$458K ﹤0.01%
+41,550
5354
$458K ﹤0.01%
8,824
+7,371
5355
$457K ﹤0.01%
178,621
+131,086
5356
$456K ﹤0.01%
45,733
+43,519
5357
$452K ﹤0.01%
+23,211
5358
$452K ﹤0.01%
191,508
+180,713
5359
$452K ﹤0.01%
272,173
-361,743
5360
$451K ﹤0.01%
39,548
+1
5361
$450K ﹤0.01%
122,875
+13,364
5362
$449K ﹤0.01%
12,428
5363
$449K ﹤0.01%
70,083
+15,125
5364
$448K ﹤0.01%
33,099
+1,388
5365
$447K ﹤0.01%
19,195
-11,504
5366
$447K ﹤0.01%
100,000
5367
$446K ﹤0.01%
23,377
-3,123
5368
$445K ﹤0.01%
16,193
+15,256
5369
$444K ﹤0.01%
15,145
-4,700
5370
$444K ﹤0.01%
184,132
+5,279
5371
$444K ﹤0.01%
107,444
-5,910
5372
$443K ﹤0.01%
137,577
+103,461
5373
$442K ﹤0.01%
10,943
-31,174
5374
$440K ﹤0.01%
208,623
-36,469
5375
$440K ﹤0.01%
199,110
+185,436
213 214
215
216 217