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
5976
$96.9K ﹤0.01%
7,925
-185
5977
$96.7K ﹤0.01%
6,575
+1,076
5978
$95.5K ﹤0.01%
46,124
5979
$95.4K ﹤0.01%
31,181
-898
5980
$95.3K ﹤0.01%
5,114
5981
$94.9K ﹤0.01%
14,992
-27,620
5982
$94.5K ﹤0.01%
+2,877
5983
$93.9K ﹤0.01%
2,090
-71,460
5984
$93.7K ﹤0.01%
2,500
5985
$93.6K ﹤0.01%
+3,105
5986
$93.6K ﹤0.01%
67,809
-36,306
5987
$93.3K ﹤0.01%
28,104
-3,084
5988
$93K ﹤0.01%
51,224
+7,700
5989
$92.9K ﹤0.01%
1,820
+740
5990
$92.5K ﹤0.01%
2,659
5991
$92.4K ﹤0.01%
9,650
+415
5992
$92.3K ﹤0.01%
60,358
-6,515
5993
$91.5K ﹤0.01%
2,061
+1,671
5994
$91.2K ﹤0.01%
1,404
+90
5995
$91K ﹤0.01%
18,244
-135,923
5996
$90.9K ﹤0.01%
72,722
5997
$90.1K ﹤0.01%
1,712
5998
$89.9K ﹤0.01%
2,316
5999
$89.6K ﹤0.01%
5,298
+1,699
6000
$89.5K ﹤0.01%
936
-36
238 239
240
241 242