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
5501
$323K ﹤0.01%
6,161
+2,779
5502
$321K ﹤0.01%
6,363
+5,959
5503
$318K ﹤0.01%
16,869
+1,851
5504
$316K ﹤0.01%
23,626
+1,190
5505
$316K ﹤0.01%
20,000
-3
5506
$316K ﹤0.01%
10,467
+10,200
5507
$314K ﹤0.01%
8,496
+677
5508
$314K ﹤0.01%
12,692
+110
5509
$314K ﹤0.01%
121,554
+33,750
5510
$313K ﹤0.01%
18,214
-31,465
5511
$312K ﹤0.01%
6,538
-4,762
5512
$311K ﹤0.01%
16,350
+4,294
5513
$311K ﹤0.01%
5,370
-4,645
5514
$311K ﹤0.01%
34,764
5515
$310K ﹤0.01%
572,768
-172,993
5516
$310K ﹤0.01%
14,169
-175
5517
$310K ﹤0.01%
9,423
-195,544
5518
$309K ﹤0.01%
219,406
-4,600
5519
$309K ﹤0.01%
6,524
+4,818
5520
$308K ﹤0.01%
3,160
-1,051
5521
$307K ﹤0.01%
56,328
+53,967
5522
$307K ﹤0.01%
+68,119
5523
$305K ﹤0.01%
60,635
+58,635
5524
$304K ﹤0.01%
56,970
-979
5525
$304K ﹤0.01%
29,213
+11,363
219 220
221
222 223