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
5526
$303K ﹤0.01%
+6,250
5527
$302K ﹤0.01%
13,318
+975
5528
$302K ﹤0.01%
13,689
+1
5529
$302K ﹤0.01%
2,788
+300
5530
$301K ﹤0.01%
2,152
+267
5531
$299K ﹤0.01%
47,573
-7,261
5532
$298K ﹤0.01%
33,668
+6,780
5533
$295K ﹤0.01%
22,739
-4,659
5534
$295K ﹤0.01%
7,381
+372
5535
$293K ﹤0.01%
4,100
-3,589
5536
$293K ﹤0.01%
183,103
+36,515
5537
$292K ﹤0.01%
91,283
+3,389
5538
$292K ﹤0.01%
92,395
+89,632
5539
$292K ﹤0.01%
310,410
-19,991
5540
$291K ﹤0.01%
3,096
-164
5541
$288K ﹤0.01%
104,787
-22,884
5542
$288K ﹤0.01%
15,074
+9,926
5543
$288K ﹤0.01%
39,658
-6,808
5544
$287K ﹤0.01%
8,630
-1,588
5545
$286K ﹤0.01%
21,851
+10,217
5546
$285K ﹤0.01%
8,043
-834
5547
$285K ﹤0.01%
20,680
+14,371
5548
$285K ﹤0.01%
63,789
-31,862
5549
$284K ﹤0.01%
5,647
+1,958
5550
$284K ﹤0.01%
7,932
+6,508
220 221
222
223 224