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
5426
$388K ﹤0.01%
183,022
-19,778
5427
$388K ﹤0.01%
15,544
+2,092
5428
$387K ﹤0.01%
79,081
+38,026
5429
$387K ﹤0.01%
6,482
-1,878
5430
$385K ﹤0.01%
117,500
+23,950
5431
$385K ﹤0.01%
6,764
-3,268
5432
$384K ﹤0.01%
4,275
+779
5433
$379K ﹤0.01%
24,323
+5,757
5434
$379K ﹤0.01%
7,925
-2,192
5435
$378K ﹤0.01%
15,703
-167
5436
$377K ﹤0.01%
322,561
-530,117
5437
$377K ﹤0.01%
161,872
+115,342
5438
$376K ﹤0.01%
51,003
+39,185
5439
$375K ﹤0.01%
16,419
-163
5440
$374K ﹤0.01%
37,852
+15,701
5441
$374K ﹤0.01%
79,553
+10,082
5442
$373K ﹤0.01%
51,914
+37,721
5443
$372K ﹤0.01%
60,563
+273
5444
$371K ﹤0.01%
89,507
+19,975
5445
$370K ﹤0.01%
250,187
+56,434
5446
$370K ﹤0.01%
12,117
+3,248
5447
$369K ﹤0.01%
92,902
+35,745
5448
$368K ﹤0.01%
146,500
-1,370
5449
$368K ﹤0.01%
10,000
5450
$367K ﹤0.01%
513,449
-227,673
216 217
218
219 220