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
6526
$16.2K ﹤0.01%
251
-89
6527
$16.2K ﹤0.01%
1,111
-1,718
6528
$16K ﹤0.01%
444
-6,034
6529
$16K ﹤0.01%
+305
6530
$15.9K ﹤0.01%
3,751
6531
$15.8K ﹤0.01%
16,670
-1,861
6532
$15.8K ﹤0.01%
+1,085
6533
$15.7K ﹤0.01%
522
6534
$15.5K ﹤0.01%
309
+8
6535
$15.5K ﹤0.01%
461
6536
$15.5K ﹤0.01%
868
-1,206
6537
$15.4K ﹤0.01%
245
6538
$15.4K ﹤0.01%
4,500
6539
$15.4K ﹤0.01%
12,189
+832
6540
$15.3K ﹤0.01%
9,400
+7,897
6541
$15.3K ﹤0.01%
6,356
6542
$15.3K ﹤0.01%
11,600
-200
6543
$15.3K ﹤0.01%
533
-29,045
6544
$15.3K ﹤0.01%
302
-1
6545
$15.3K ﹤0.01%
3,083
+2,561
6546
$15.3K ﹤0.01%
3,610
6547
$15.3K ﹤0.01%
210
+109
6548
$15.2K ﹤0.01%
931
+930
6549
$15.2K ﹤0.01%
31,947
+1,500
6550
$15.1K ﹤0.01%
2,166
-2,286
260 261
262
263 264