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
5401
$413K ﹤0.01%
6,639
-1,281
5402
$411K ﹤0.01%
8,568
+1,464
5403
$410K ﹤0.01%
25,149
-2,236
5404
$410K ﹤0.01%
10,231
+484
5405
$410K ﹤0.01%
52,647
-84,757
5406
$409K ﹤0.01%
37,397
-17,337
5407
$408K ﹤0.01%
326,503
+166,213
5408
$402K ﹤0.01%
34,322
+7,662
5409
$399K ﹤0.01%
30,375
+117
5410
$399K ﹤0.01%
219,382
+203,864
5411
$398K ﹤0.01%
13,979
+3,579
5412
$398K ﹤0.01%
157,770
+136,757
5413
$397K ﹤0.01%
27,808
-9,092
5414
$397K ﹤0.01%
6,168
-1,707
5415
$396K ﹤0.01%
72,049
+39,524
5416
$396K ﹤0.01%
4,329
-24,524
5417
$395K ﹤0.01%
11,903
-37,741
5418
$393K ﹤0.01%
85,404
+58,131
5419
$393K ﹤0.01%
45,803
+22,609
5420
$392K ﹤0.01%
31,107
+29,107
5421
$392K ﹤0.01%
18,719
+7,677
5422
$391K ﹤0.01%
128,915
+62,700
5423
$390K ﹤0.01%
31,781
+7,888
5424
$390K ﹤0.01%
40,314
+11,838
5425
$389K ﹤0.01%
15,521
+9,223
215 216
217
218 219