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
5876
$127K ﹤0.01%
2,395
5877
$126K ﹤0.01%
+2,500
5878
$125K ﹤0.01%
36,223
+16,658
5879
$125K ﹤0.01%
315,571
-280,016
5880
$124K ﹤0.01%
5,145
-235
5881
$124K ﹤0.01%
131,393
-510,236
5882
$124K ﹤0.01%
5,445
-541
5883
$124K ﹤0.01%
1,842
-824
5884
$124K ﹤0.01%
1,133
+135
5885
$123K ﹤0.01%
99,459
-77,520
5886
$123K ﹤0.01%
9,531
+668
5887
$122K ﹤0.01%
29,198
+23,268
5888
$122K ﹤0.01%
+5,000
5889
$122K ﹤0.01%
34,140
-38,209
5890
$122K ﹤0.01%
30,093
-25,191
5891
$122K ﹤0.01%
26,291
+15,484
5892
$122K ﹤0.01%
2,856
+1,053
5893
$122K ﹤0.01%
2,299
5894
$121K ﹤0.01%
8,960
+6,742
5895
$121K ﹤0.01%
20,000
-2,200
5896
$120K ﹤0.01%
38,550
-4,791
5897
$120K ﹤0.01%
2,540
-2,960
5898
$119K ﹤0.01%
3,263
5899
$119K ﹤0.01%
42,940
+38,500
5900
$119K ﹤0.01%
4,755
+10
234 235
236
237 238