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
6601
$12.6K ﹤0.01%
11,011
-2,240
6602
$12.4K ﹤0.01%
20,646
-5,807
6603
$12.3K ﹤0.01%
+1,250
6604
$12.3K ﹤0.01%
4,561
6605
$12.2K ﹤0.01%
366
6606
$12.2K ﹤0.01%
522
6607
$12.1K ﹤0.01%
+290
6608
$12.1K ﹤0.01%
4,197
-10,674
6609
$12.1K ﹤0.01%
362
-538
6610
$12K ﹤0.01%
10,840
-95,926
6611
$12K ﹤0.01%
343
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6612
$12K ﹤0.01%
200
6613
$12K ﹤0.01%
1,670
-714
6614
$11.9K ﹤0.01%
2,701
6615
$11.8K ﹤0.01%
3,591
-5,241
6616
$11.8K ﹤0.01%
300
6617
$11.8K ﹤0.01%
13,710
-2,062
6618
$11.8K ﹤0.01%
9,218
6619
$11.7K ﹤0.01%
674
+434
6620
$11.7K ﹤0.01%
+619
6621
$11.7K ﹤0.01%
10,006
6622
$11.7K ﹤0.01%
272
-2
6623
$11.7K ﹤0.01%
294
-2,259
6624
$11.7K ﹤0.01%
295
+294
6625
$11.6K ﹤0.01%
564