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
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.96B
2
+$2.44B
3
+$2.36B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.95B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.62B

Top Sells

1
+$899M
2
+$741M
3
+$657M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$529M
5
T icon
AT&T
T
+$475M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$3.11M ﹤0.01%
23,889
+18,823
2877
$3.1M ﹤0.01%
143,153
+44,591
2878
$3.1M ﹤0.01%
124,198
-92,624
2879
$3.09M ﹤0.01%
242,517
-11,362
2880
$3.09M ﹤0.01%
624,709
+127,702
2881
$3.09M ﹤0.01%
248,461
+165,757
2882
$3.08M ﹤0.01%
313,431
+1,968
2883
$3.08M ﹤0.01%
237,114
-154,204
2884
$3.08M ﹤0.01%
114,852
-185,512
2885
$3.08M ﹤0.01%
1,231,439
+779,858
2886
$3.08M ﹤0.01%
284,665
+165,979
2887
$3.07M ﹤0.01%
95,997
-76,848
2888
$3.07M ﹤0.01%
323,801
-139,513
2889
$3.06M ﹤0.01%
236,127
+10,097
2890
$3.06M ﹤0.01%
76,292
+4,628
2891
$3.06M ﹤0.01%
100,626
-29,951
2892
$3.06M ﹤0.01%
410,036
+186,986
2893
$3.05M ﹤0.01%
137,780
+32,380
2894
$3.04M ﹤0.01%
151,965
+2,394
2895
$3.04M ﹤0.01%
42,322
-31,094
2896
$3.04M ﹤0.01%
475,241
-157,959
2897
$3.03M ﹤0.01%
227,780
-51,978
2898
$3.03M ﹤0.01%
107,759
-61,668
2899
$3.03M ﹤0.01%
128,953
+73,110
2900
$3.02M ﹤0.01%
27,812
+3,212
114 115
116
117 118