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
2976
$2.8M ﹤0.01%
1,187,671
-213,708
2977
$2.8M ﹤0.01%
210,456
+396
2978
$2.8M ﹤0.01%
158,248
+12,830
2979
$2.79M ﹤0.01%
269,964
-231,010
2980
$2.79M ﹤0.01%
490,465
+346,313
2981
$2.78M ﹤0.01%
193,813
-169,420
2982
$2.78M ﹤0.01%
+155,629
2983
$2.76M ﹤0.01%
372,991
-151,990
2984
$2.76M ﹤0.01%
408,163
-7,750
2985
$2.76M ﹤0.01%
73,254
+471
2986
$2.75M ﹤0.01%
106,807
-56,968
2987
$2.75M ﹤0.01%
148,240
-97,829
2988
$2.75M ﹤0.01%
55,100
+25,933
2989
$2.75M ﹤0.01%
100,256
-20,306
2990
$2.75M ﹤0.01%
202,239
+43,497
2991
$2.74M ﹤0.01%
143,423
-211,315
2992
$2.74M ﹤0.01%
245,926
-23,130
2993
$2.74M ﹤0.01%
289,288
-904,885
2994
$2.74M ﹤0.01%
254,796
-30,036
2995
$2.74M ﹤0.01%
116,576
-61,507
2996
$2.74M ﹤0.01%
90,843
-37,379
2997
$2.73M ﹤0.01%
120,736
-113,620
2998
$2.73M ﹤0.01%
542,708
+37,509
2999
$2.73M ﹤0.01%
49,606
+1,933
3000
$2.73M ﹤0.01%
139,102
-236,697
118 119
120
121 122