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
3026
$2.65M ﹤0.01%
23,510
-37,736
3027
$2.64M ﹤0.01%
31,720
-21,893
3028
$2.64M ﹤0.01%
241,032
-1,161
3029
$2.64M ﹤0.01%
57,720
+56,184
3030
$2.63M ﹤0.01%
638,059
-3,354,337
3031
$2.63M ﹤0.01%
360,818
+264,242
3032
$2.63M ﹤0.01%
28,764
-23,947
3033
$2.63M ﹤0.01%
242,044
-29,638
3034
$2.63M ﹤0.01%
38,829
-70,411
3035
$2.63M ﹤0.01%
266,192
-80,674
3036
$2.63M ﹤0.01%
77,631
+9,964
3037
$2.62M ﹤0.01%
215,194
-22,137
3038
$2.62M ﹤0.01%
232,968
+87,405
3039
$2.62M ﹤0.01%
432,218
+239,204
3040
$2.62M ﹤0.01%
197,068
-47,064
3041
$2.61M ﹤0.01%
156,279
+71,406
3042
$2.61M ﹤0.01%
230,364
+34,715
3043
$2.6M ﹤0.01%
48,926
-12,713
3044
$2.6M ﹤0.01%
189,125
-460,499
3045
$2.6M ﹤0.01%
209,750
-66,955
3046
$2.59M ﹤0.01%
222,867
+122,739
3047
$2.59M ﹤0.01%
216,244
+31,106
3048
$2.59M ﹤0.01%
5,899,169
-18,599,037
3049
$2.59M ﹤0.01%
14,813
-47,252
3050
$2.58M ﹤0.01%
88,427
-81,106
120 121
122
123 124