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
5901
$118K ﹤0.01%
7,607
-1,399
5902
$118K ﹤0.01%
30,738
+1,156
5903
$118K ﹤0.01%
1,897
-47,170
5904
$116K ﹤0.01%
124,863
+97,233
5905
$116K ﹤0.01%
73,271
-65,761
5906
$115K ﹤0.01%
1,380
-1
5907
$115K ﹤0.01%
1,842
+1,606
5908
$115K ﹤0.01%
102,000
+2,000
5909
$115K ﹤0.01%
34,200
5910
$115K ﹤0.01%
14,926
+3,098
5911
$115K ﹤0.01%
24,032
+19,582
5912
$115K ﹤0.01%
10,592
+8,552
5913
$114K ﹤0.01%
4,894
+4,523
5914
$114K ﹤0.01%
52,937
-15,780
5915
$114K ﹤0.01%
2,013
5916
$113K ﹤0.01%
9,003
+43
5917
$113K ﹤0.01%
5,882
-1,257
5918
$110K ﹤0.01%
1,220
+199
5919
$110K ﹤0.01%
+5,957
5920
$109K ﹤0.01%
24,870
+22,377
5921
$109K ﹤0.01%
35,210
-926
5922
$109K ﹤0.01%
2,620
-8,192
5923
$109K ﹤0.01%
2,279
+6
5924
$108K ﹤0.01%
+2,930
5925
$108K ﹤0.01%
5,026
235 236
237
238 239