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
5626
$236K ﹤0.01%
48,896
+8,656
5627
$236K ﹤0.01%
12,158
+7,042
5628
$236K ﹤0.01%
7,598
+3,243
5629
$234K ﹤0.01%
15,568
+11,400
5630
$234K ﹤0.01%
3,174
+890
5631
$233K ﹤0.01%
49,132
-146,172
5632
$232K ﹤0.01%
10,447
-4,781
5633
$230K ﹤0.01%
284,382
-18,397
5634
$228K ﹤0.01%
3,842
+1,339
5635
$227K ﹤0.01%
7,111
+4,403
5636
$227K ﹤0.01%
6,541
+3,686
5637
$227K ﹤0.01%
25,698
-17,622
5638
$226K ﹤0.01%
21,641
+7,177
5639
$226K ﹤0.01%
49,167
+20,418
5640
$225K ﹤0.01%
78,908
+27,224
5641
$224K ﹤0.01%
90,318
-334,042
5642
$224K ﹤0.01%
+8,775
5643
$223K ﹤0.01%
5,453
5644
$222K ﹤0.01%
70,112
+66,755
5645
$222K ﹤0.01%
7,407
-5,113
5646
$221K ﹤0.01%
83,151
+15,766
5647
$221K ﹤0.01%
10,101
-35
5648
$219K ﹤0.01%
6,764
+9
5649
$218K ﹤0.01%
5,838
+3,795
5650
$217K ﹤0.01%
168,600
+37,000
224 225
226
227 228