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
5576
$265K ﹤0.01%
17,589
-2,607
5577
$265K ﹤0.01%
25,465
+11,755
5578
$263K ﹤0.01%
9,531
+8,664
5579
$263K ﹤0.01%
5,241
5580
$263K ﹤0.01%
7,841
-4,274
5581
$262K ﹤0.01%
6,224
-97
5582
$262K ﹤0.01%
249,200
+165,291
5583
$259K ﹤0.01%
204,192
+142,494
5584
$259K ﹤0.01%
35,258
+21,228
5585
$259K ﹤0.01%
4,886
+500
5586
$259K ﹤0.01%
124,919
+42,627
5587
$258K ﹤0.01%
116,904
-47,814
5588
$258K ﹤0.01%
10,775
+5,756
5589
$258K ﹤0.01%
589
+1
5590
$257K ﹤0.01%
72,503
+40,200
5591
$256K ﹤0.01%
5,606
+1,988
5592
$256K ﹤0.01%
+7,321
5593
$255K ﹤0.01%
85,805
-19,692
5594
$255K ﹤0.01%
+20,000
5595
$254K ﹤0.01%
156,890
-3,149
5596
$253K ﹤0.01%
91,382
+9,055
5597
$252K ﹤0.01%
11,040
+1,300
5598
$252K ﹤0.01%
186,367
+90,227
5599
$251K ﹤0.01%
+168,711
5600
$251K ﹤0.01%
+21,300
222 223
224
225 226