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
3076
$2.52M ﹤0.01%
55,429
-35,872
3077
$2.52M ﹤0.01%
395,329
-419,362
3078
$2.52M ﹤0.01%
822,506
-87,906
3079
$2.52M ﹤0.01%
283,598
-292,630
3080
$2.52M ﹤0.01%
141,242
-148,533
3081
$2.52M ﹤0.01%
783,497
-2,869,715
3082
$2.51M ﹤0.01%
117,322
-55,599
3083
$2.5M ﹤0.01%
64,127
-90,702
3084
$2.5M ﹤0.01%
243,781
-14,987
3085
$2.5M ﹤0.01%
89,421
+3,737
3086
$2.49M ﹤0.01%
730,660
-3,702,036
3087
$2.49M ﹤0.01%
109,203
-133,402
3088
$2.49M ﹤0.01%
187,677
+98,317
3089
$2.48M ﹤0.01%
150,246
-519,971
3090
$2.48M ﹤0.01%
108,576
-101,212
3091
$2.48M ﹤0.01%
127,308
-8,554
3092
$2.48M ﹤0.01%
192,937
-133,282
3093
$2.48M ﹤0.01%
88,084
-44,417
3094
$2.48M ﹤0.01%
57,006
+10,217
3095
$2.48M ﹤0.01%
198,109
-77,426
3096
$2.47M ﹤0.01%
89,603
-64,701
3097
$2.47M ﹤0.01%
29,446
+26,615
3098
$2.47M ﹤0.01%
591,542
-432,293
3099
$2.47M ﹤0.01%
92,666
-20,885
3100
$2.47M ﹤0.01%
56,764
-55,573
122 123
124
125 126