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
5701
$190K ﹤0.01%
+1,942
5702
$189K ﹤0.01%
24,246
+9,192
5703
$189K ﹤0.01%
178,243
+177,943
5704
$189K ﹤0.01%
21,799
-83,127
5705
$189K ﹤0.01%
140,674
+68,727
5706
$188K ﹤0.01%
4,143
5707
$188K ﹤0.01%
5,173
-8,244
5708
$188K ﹤0.01%
62,208
+500
5709
$188K ﹤0.01%
175,548
+29,663
5710
$187K ﹤0.01%
6,257
+354
5711
$187K ﹤0.01%
12,863
-744
5712
$187K ﹤0.01%
4,403
+3,442
5713
$187K ﹤0.01%
76,167
+31,398
5714
$186K ﹤0.01%
148,922
+83,021
5715
$186K ﹤0.01%
2,198
+871
5716
$185K ﹤0.01%
7,233
-26,997
5717
$185K ﹤0.01%
4,232
-3,228
5718
$185K ﹤0.01%
25,860
+6,274
5719
$184K ﹤0.01%
24,693
+17,716
5720
$184K ﹤0.01%
9,423
+5,339
5721
$184K ﹤0.01%
4,208
+3,137
5722
$183K ﹤0.01%
3,709
-2
5723
$182K ﹤0.01%
21,216
-2,515
5724
$182K ﹤0.01%
13,813
+8,483
5725
$182K ﹤0.01%
78,625
-12,903
227 228
229
230 231