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
5551
$283K ﹤0.01%
5,479
-48
5552
$281K ﹤0.01%
90,140
-387,757
5553
$281K ﹤0.01%
29,233
-7,455
5554
$281K ﹤0.01%
3,962
-1,011
5555
$279K ﹤0.01%
4,064
-1,216
5556
$278K ﹤0.01%
112,285
-40,314
5557
$278K ﹤0.01%
165,728
+122,263
5558
$278K ﹤0.01%
43,509
+1,424
5559
$278K ﹤0.01%
6,430
+108
5560
$277K ﹤0.01%
10,222
-16,871
5561
$275K ﹤0.01%
13,513
5562
$275K ﹤0.01%
6,707
-18,322
5563
$275K ﹤0.01%
4,586
+443
5564
$274K ﹤0.01%
24,008
-90,602
5565
$274K ﹤0.01%
77,590
+76,712
5566
$272K ﹤0.01%
19,984
+19,458
5567
$271K ﹤0.01%
71,427
+23,727
5568
$270K ﹤0.01%
25,575
-74
5569
$269K ﹤0.01%
+23,014
5570
$268K ﹤0.01%
+9,073
5571
$267K ﹤0.01%
+3,560
5572
$266K ﹤0.01%
120,439
+75,083
5573
$266K ﹤0.01%
19,682
+19,076
5574
$266K ﹤0.01%
25,205
-4,867
5575
$265K ﹤0.01%
6,475
+5,578
221 222
223
224 225