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
5776
$157K ﹤0.01%
40,821
+19,479
5777
$157K ﹤0.01%
2,932
+1,321
5778
$157K ﹤0.01%
5,083
-311
5779
$156K ﹤0.01%
25,000
5780
$156K ﹤0.01%
17,645
-6,181
5781
$156K ﹤0.01%
141,625
+69,648
5782
$156K ﹤0.01%
11,969
-2,276
5783
$155K ﹤0.01%
9,595
+67
5784
$155K ﹤0.01%
212,015
+9,067
5785
$155K ﹤0.01%
3,295
5786
$154K ﹤0.01%
29,120
-67
5787
$153K ﹤0.01%
14,801
-3,248
5788
$152K ﹤0.01%
131,210
5789
$152K ﹤0.01%
5,916
+1
5790
$152K ﹤0.01%
6,668
+5,831
5791
$151K ﹤0.01%
3,640
+1,934
5792
$151K ﹤0.01%
79,900
+29,399
5793
$151K ﹤0.01%
77,238
-21,836
5794
$150K ﹤0.01%
2,918
-11
5795
$150K ﹤0.01%
13,929
+12,884
5796
$149K ﹤0.01%
+9,790
5797
$149K ﹤0.01%
24,333
+2,681
5798
$149K ﹤0.01%
3,675
5799
$148K ﹤0.01%
2,855
+2,115
5800
$148K ﹤0.01%
87,254
+20,174
230 231
232
233 234