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
5476
$345K ﹤0.01%
284,958
-1,529,109
5477
$344K ﹤0.01%
+68,977
5478
$344K ﹤0.01%
18,993
-9,455
5479
$343K ﹤0.01%
11,294
5480
$341K ﹤0.01%
84,781
+465
5481
$339K ﹤0.01%
9,805
+164
5482
$339K ﹤0.01%
5,173
+5,163
5483
$338K ﹤0.01%
13,604
+6,444
5484
$337K ﹤0.01%
6,805
+3,405
5485
$337K ﹤0.01%
11,561
+7,469
5486
$334K ﹤0.01%
441,145
-192,419
5487
$333K ﹤0.01%
8,023
+7,940
5488
$332K ﹤0.01%
68,370
+1,110
5489
$332K ﹤0.01%
13,976
-9,639
5490
$331K ﹤0.01%
223,447
-161,751
5491
$330K ﹤0.01%
29,940
-50,560
5492
$330K ﹤0.01%
26,634
+8,814
5493
$330K ﹤0.01%
8,910
+3,606
5494
$329K ﹤0.01%
231,421
+224,565
5495
$328K ﹤0.01%
10,227
+1,413
5496
$328K ﹤0.01%
13,777
+158
5497
$328K ﹤0.01%
48,777
+2,223
5498
$328K ﹤0.01%
98,359
+10
5499
$326K ﹤0.01%
14,820
+9,669
5500
$323K ﹤0.01%
44,387
+5,540
218 219
220
221 222