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
5851
$135K ﹤0.01%
105,410
-297
5852
$135K ﹤0.01%
45,419
-3,037
5853
$135K ﹤0.01%
34,163
+32,851
5854
$134K ﹤0.01%
1,973
5855
$134K ﹤0.01%
1,244
-1
5856
$134K ﹤0.01%
10,727
-8,219
5857
$133K ﹤0.01%
97,164
-19,325
5858
$132K ﹤0.01%
23,826
-41,092
5859
$132K ﹤0.01%
12,044
-883
5860
$130K ﹤0.01%
1,834
-779
5861
$130K ﹤0.01%
11,970
5862
$130K ﹤0.01%
2,436
-1,551
5863
$129K ﹤0.01%
1,285
+397
5864
$129K ﹤0.01%
3,500
5865
$129K ﹤0.01%
20,957
-197
5866
$129K ﹤0.01%
43,594
+1,508
5867
$129K ﹤0.01%
2,001
-999
5868
$129K ﹤0.01%
28,369
+7,012
5869
$128K ﹤0.01%
44,785
+5,931
5870
$128K ﹤0.01%
60,308
+5,066
5871
$127K ﹤0.01%
5,187
+3,854
5872
$127K ﹤0.01%
4,191
+500
5873
$127K ﹤0.01%
6,409
+1,855
5874
$127K ﹤0.01%
8,731
5875
$127K ﹤0.01%
27,051
+1,055
233 234
235
236 237