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
5601
$251K ﹤0.01%
4,283
+1,106
5602
$250K ﹤0.01%
9,407
-393
5603
$249K ﹤0.01%
416,544
-451,115
5604
$249K ﹤0.01%
5,884
-211
5605
$248K ﹤0.01%
15,394
+15,342
5606
$248K ﹤0.01%
16,308
+10,448
5607
$248K ﹤0.01%
11,463
-2,105
5608
$247K ﹤0.01%
4,486
+807
5609
$245K ﹤0.01%
219,149
-11,536
5610
$245K ﹤0.01%
9,719
+5,973
5611
$244K ﹤0.01%
7,865
+800
5612
$244K ﹤0.01%
7,121
+7,120
5613
$244K ﹤0.01%
+9,357
5614
$242K ﹤0.01%
13,695
-647,819
5615
$242K ﹤0.01%
8,264
-1,001
5616
$241K ﹤0.01%
13,241
+900
5617
$241K ﹤0.01%
2,035
+946
5618
$240K ﹤0.01%
106,297
+43,159
5619
$239K ﹤0.01%
87,721
-96,894
5620
$239K ﹤0.01%
38,844
-7,541
5621
$239K ﹤0.01%
43,705
+23,894
5622
$238K ﹤0.01%
58,301
+14,600
5623
$238K ﹤0.01%
7,378
+3,844
5624
$237K ﹤0.01%
102,738
+18,274
5625
$236K ﹤0.01%
7,474
-10,590
223 224
225
226 227