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
2926
$2.97M ﹤0.01%
568,104
+288,836
2927
$2.96M ﹤0.01%
61,617
-181,884
2928
$2.96M ﹤0.01%
288,621
+48,226
2929
$2.96M ﹤0.01%
515,629
-190,166
2930
$2.95M ﹤0.01%
59,154
+47,639
2931
$2.95M ﹤0.01%
184,866
-67,196
2932
$2.94M ﹤0.01%
845,884
-686,267
2933
$2.94M ﹤0.01%
42,735
+6,531
2934
$2.93M ﹤0.01%
135,096
+69,623
2935
$2.93M ﹤0.01%
50,608
-42,097
2936
$2.93M ﹤0.01%
414,711
+138,029
2937
$2.93M ﹤0.01%
102,190
+13,490
2938
$2.93M ﹤0.01%
9,877
-17,453
2939
$2.9M ﹤0.01%
586,260
-2,678,135
2940
$2.89M ﹤0.01%
6,849,601
-4,822,721
2941
$2.89M ﹤0.01%
115,929
-66,230
2942
$2.89M ﹤0.01%
135,972
-54,549
2943
$2.88M ﹤0.01%
144,090
-64,401
2944
$2.88M ﹤0.01%
160,527
+7,600
2945
$2.88M ﹤0.01%
160,333
+21,824
2946
$2.87M ﹤0.01%
130,276
-16,007
2947
$2.87M ﹤0.01%
337,959
+230,386
2948
$2.87M ﹤0.01%
33,483
-2,896
2949
$2.86M ﹤0.01%
206,800
+24,080
2950
$2.86M ﹤0.01%
94,763
-77,689
116 117
118
119 120