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
5651
$217K ﹤0.01%
9,298
+6,310
5652
$215K ﹤0.01%
5,750
5653
$215K ﹤0.01%
15,588
+2,201
5654
$214K ﹤0.01%
85,600
-3,200
5655
$214K ﹤0.01%
57,971
+43,458
5656
$214K ﹤0.01%
94,141
+22,875
5657
$212K ﹤0.01%
8,270
5658
$211K ﹤0.01%
20,184
-2,867
5659
$211K ﹤0.01%
12,589
+4,791
5660
$210K ﹤0.01%
184,622
-66,500
5661
$210K ﹤0.01%
2,874
5662
$210K ﹤0.01%
31,726
+516
5663
$210K ﹤0.01%
15,300
+10,000
5664
$210K ﹤0.01%
3,369
+2,402
5665
$210K ﹤0.01%
60,032
+38,918
5666
$209K ﹤0.01%
6,639
-31,758
5667
$209K ﹤0.01%
212,467
5668
$209K ﹤0.01%
5,289
5669
$209K ﹤0.01%
2,730
-54
5670
$208K ﹤0.01%
15,088
-86
5671
$207K ﹤0.01%
112,561
+75,061
5672
$206K ﹤0.01%
3,223
-30
5673
$205K ﹤0.01%
5,016
-2,022
5674
$205K ﹤0.01%
331,078
-811,618
5675
$204K ﹤0.01%
20,768
+1,642
225 226
227
228 229