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
3051
$2.58M ﹤0.01%
84,724
-79,656
3052
$2.57M ﹤0.01%
90,691
-74,792
3053
$2.57M ﹤0.01%
54,186
-10,678
3054
$2.57M ﹤0.01%
13,315
+12,995
3055
$2.57M ﹤0.01%
22,505
-61,946
3056
$2.56M ﹤0.01%
344,519
-38,201
3057
$2.56M ﹤0.01%
267,320
-313,144
3058
$2.55M ﹤0.01%
132,768
-74,530
3059
$2.55M ﹤0.01%
115,288
-70,025
3060
$2.55M ﹤0.01%
627,087
+243,003
3061
$2.55M ﹤0.01%
256,830
+112,226
3062
$2.55M ﹤0.01%
670,371
+130,865
3063
$2.55M ﹤0.01%
1,505,557
-1,325,753
3064
$2.54M ﹤0.01%
7,273,219
-149,739
3065
$2.54M ﹤0.01%
182,841
-185,601
3066
$2.54M ﹤0.01%
318,570
-15,795
3067
$2.54M ﹤0.01%
258,918
-352,605
3068
$2.54M ﹤0.01%
355,480
-724,104
3069
$2.53M ﹤0.01%
209,104
+56,099
3070
$2.53M ﹤0.01%
505,571
-6,305,237
3071
$2.53M ﹤0.01%
209,907
-58,894
3072
$2.53M ﹤0.01%
170,000
-65,771
3073
$2.52M ﹤0.01%
187,843
+23,232
3074
$2.52M ﹤0.01%
239,046
-22,309
3075
$2.52M ﹤0.01%
153,844
-158,226
121 122
123
124 125