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
5451
$367K ﹤0.01%
18,852
+12,062
5452
$366K ﹤0.01%
68,506
+14,541
5453
$366K ﹤0.01%
3,374
-19,021
5454
$365K ﹤0.01%
8,262
+8,261
5455
$365K ﹤0.01%
8,798
+2,243
5456
$364K ﹤0.01%
5,228
5457
$363K ﹤0.01%
23,891
+7,079
5458
$362K ﹤0.01%
51,071
+30,814
5459
$361K ﹤0.01%
50,160
-66,292
5460
$361K ﹤0.01%
11,320
-5,670
5461
$360K ﹤0.01%
175,373
+144,885
5462
$359K ﹤0.01%
6,479
-1,301
5463
$358K ﹤0.01%
56,435
-4,025
5464
$357K ﹤0.01%
15,035
-5,082
5465
$356K ﹤0.01%
33,576
+4,888
5466
$355K ﹤0.01%
148,972
-1,257,730
5467
$354K ﹤0.01%
494,034
-1,369,187
5468
$353K ﹤0.01%
5,421
+3,808
5469
$351K ﹤0.01%
8,275
-6,220
5470
$350K ﹤0.01%
55,019
-6,428
5471
$349K ﹤0.01%
11,757
-5,369
5472
$348K ﹤0.01%
174,906
-480,771
5473
$346K ﹤0.01%
2,708
-100
5474
$346K ﹤0.01%
22,754
5475
$346K ﹤0.01%
106,366
-2,277
217 218
219
220 221