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
3151
$2.34M ﹤0.01%
123,655
-86,526
3152
$2.34M ﹤0.01%
59,445
-2,068
3153
$2.33M ﹤0.01%
501,262
-95,904
3154
$2.33M ﹤0.01%
96,078
-3,347
3155
$2.33M ﹤0.01%
54,717
-141,889
3156
$2.33M ﹤0.01%
164,525
-415,091
3157
$2.33M ﹤0.01%
1,775,823
+480,371
3158
$2.32M ﹤0.01%
810,933
-99,327
3159
$2.32M ﹤0.01%
73,978
-60,046
3160
$2.32M ﹤0.01%
72,437
+18,921
3161
$2.31M ﹤0.01%
+36,089
3162
$2.31M ﹤0.01%
44,357
-29,590
3163
$2.31M ﹤0.01%
10,209
-9,310
3164
$2.31M ﹤0.01%
198,550
-444,945
3165
$2.3M ﹤0.01%
196,040
-296,322
3166
$2.3M ﹤0.01%
2,654,128
+129,495
3167
$2.3M ﹤0.01%
24,892
-24,417
3168
$2.3M ﹤0.01%
170
-195
3169
$2.29M ﹤0.01%
117,431
+47,928
3170
$2.29M ﹤0.01%
50,397
-140,350
3171
$2.28M ﹤0.01%
57,156
-230,497
3172
$2.28M ﹤0.01%
66,261
-26,276
3173
$2.28M ﹤0.01%
410,957
+35,564
3174
$2.27M ﹤0.01%
+175,000
3175
$2.27M ﹤0.01%
100,922
-229,020
125 126
127
128 129