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
5726
$182K ﹤0.01%
8,717
-3,167
5727
$180K ﹤0.01%
118,492
+116,992
5728
$179K ﹤0.01%
1,514
+3
5729
$178K ﹤0.01%
153,748
+1,112
5730
$178K ﹤0.01%
22,321
-12,859
5731
$178K ﹤0.01%
1,629
-1,835
5732
$177K ﹤0.01%
4,424
-790
5733
$177K ﹤0.01%
169,034
+133,311
5734
$176K ﹤0.01%
10,625
+10,576
5735
$176K ﹤0.01%
10,046
-305
5736
$176K ﹤0.01%
160,174
-286,308
5737
$176K ﹤0.01%
4,543
-98
5738
$176K ﹤0.01%
6,619
-1,885
5739
$175K ﹤0.01%
3,921
-352
5740
$173K ﹤0.01%
3,942
-132
5741
$172K ﹤0.01%
216,368
-931,271
5742
$172K ﹤0.01%
10,449
-1,932
5743
$170K ﹤0.01%
137,492
-148,375
5744
$170K ﹤0.01%
131,897
-63
5745
$170K ﹤0.01%
712
5746
$170K ﹤0.01%
8,745
-12,794
5747
$169K ﹤0.01%
2,949
-1,008
5748
$168K ﹤0.01%
6,252
-443
5749
$168K ﹤0.01%
3,751
+3,750
5750
$168K ﹤0.01%
228,638
-623,734
228 229
230
231 232