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
6251
$39.6K ﹤0.01%
14,397
6252
$39.6K ﹤0.01%
54,577
-117,584
6253
$39.5K ﹤0.01%
53,000
-5,490
6254
$39.5K ﹤0.01%
5,335
-3,901
6255
$39.1K ﹤0.01%
1,203
6256
$39K ﹤0.01%
1,345
6257
$38.9K ﹤0.01%
2,149
-151
6258
$38.5K ﹤0.01%
1,684
-482
6259
$38.4K ﹤0.01%
3,935
+1,649
6260
$38.3K ﹤0.01%
1,201
-1,696
6261
$38.3K ﹤0.01%
284
-149
6262
$38.3K ﹤0.01%
8,245
+7,345
6263
$38.2K ﹤0.01%
11,655
-336
6264
$38.2K ﹤0.01%
1,339
+271
6265
$38K ﹤0.01%
10,125
6266
$37.9K ﹤0.01%
1,270
+670
6267
$37.8K ﹤0.01%
18,540
+790
6268
$37.6K ﹤0.01%
+956
6269
$37.5K ﹤0.01%
18,952
+18,802
6270
$37.4K ﹤0.01%
22,000
6271
$37.4K ﹤0.01%
+3,574
6272
$37.2K ﹤0.01%
1,000
6273
$37.1K ﹤0.01%
276
-274
6274
$37K ﹤0.01%
8,840
-23,040
6275
$36.9K ﹤0.01%
5,163
249 250
251
252 253