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
5376
$439K ﹤0.01%
50,785
+19,929
5377
$439K ﹤0.01%
264,324
-96,888
5378
$436K ﹤0.01%
125,724
+42,661
5379
$434K ﹤0.01%
34,072
+16,379
5380
$433K ﹤0.01%
30,783
+5,536
5381
$432K ﹤0.01%
226,084
+77,918
5382
$432K ﹤0.01%
8,669
+8,213
5383
$432K ﹤0.01%
+14,010
5384
$430K ﹤0.01%
73,579
-4,614
5385
$430K ﹤0.01%
23,180
+1,919
5386
$426K ﹤0.01%
28,882
-37,797
5387
$424K ﹤0.01%
+10,834
5388
$424K ﹤0.01%
67,407
-4,419
5389
$424K ﹤0.01%
9,768
-2,959
5390
$421K ﹤0.01%
7,802
-1
5391
$421K ﹤0.01%
88,555
-654,137
5392
$418K ﹤0.01%
331,481
-151,283
5393
$417K ﹤0.01%
73,832
+3,112
5394
$417K ﹤0.01%
6,618
-11,943
5395
$417K ﹤0.01%
8,789
-47
5396
$416K ﹤0.01%
7,561
-218
5397
$416K ﹤0.01%
180,899
+179,689
5398
$416K ﹤0.01%
324,747
+92,247
5399
$414K ﹤0.01%
25,544
+12,334
5400
$413K ﹤0.01%
28,347
+10,092
214 215
216
217 218