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
6151
$55.2K ﹤0.01%
+1,663
6152
$55K ﹤0.01%
1,404
-581
6153
$54.8K ﹤0.01%
+15,002
6154
$54.2K ﹤0.01%
5,310
6155
$54.2K ﹤0.01%
3,938
-292
6156
$54.2K ﹤0.01%
5,539
-600
6157
$54.1K ﹤0.01%
1,280
+696
6158
$54.1K ﹤0.01%
1,010
+749
6159
$54.1K ﹤0.01%
922
6160
$54K ﹤0.01%
+8,344
6161
$53.5K ﹤0.01%
372
-698
6162
$53K ﹤0.01%
2,585
+2,400
6163
$52.8K ﹤0.01%
8,749
+577
6164
$52.8K ﹤0.01%
1,259
+1,215
6165
$52.8K ﹤0.01%
47,530
-1,534
6166
$52.7K ﹤0.01%
6,271
-88,071
6167
$52.5K ﹤0.01%
+2,000
6168
$52.2K ﹤0.01%
2,064
+178
6169
$52.1K ﹤0.01%
+2,000
6170
$51.9K ﹤0.01%
6,871
-13,671
6171
$51.7K ﹤0.01%
38,264
+12,360
6172
$51.3K ﹤0.01%
2,116
+1
6173
$51.2K ﹤0.01%
4,818
-791
6174
$51.2K ﹤0.01%
22,949
-244
6175
$51.1K ﹤0.01%
17,204
-26,254
245 246
247
248 249