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
3176
$2.27M ﹤0.01%
56,253
-46,793
3177
$2.27M ﹤0.01%
49,309
-21,473
3178
$2.27M ﹤0.01%
83,765
-46,046
3179
$2.27M ﹤0.01%
191,206
-24,509
3180
$2.26M ﹤0.01%
36,008
+25,477
3181
$2.26M ﹤0.01%
216,971
+45,441
3182
$2.25M ﹤0.01%
206,260
+9,242
3183
$2.25M ﹤0.01%
60,137
+17,490
3184
$2.25M ﹤0.01%
201,742
-499,415
3185
$2.25M ﹤0.01%
41,856
-82,997
3186
$2.25M ﹤0.01%
223,578
-48,090
3187
$2.25M ﹤0.01%
326,535
-22,289
3188
$2.25M ﹤0.01%
660,564
-81,081
3189
$2.24M ﹤0.01%
64,109
-81,531
3190
$2.24M ﹤0.01%
892,811
-319,015
3191
$2.24M ﹤0.01%
109,438
-102,037
3192
$2.23M ﹤0.01%
1,758
-1,337
3193
$2.23M ﹤0.01%
176,552
-111,632
3194
$2.23M ﹤0.01%
25,131
-22,505
3195
$2.23M ﹤0.01%
117,089
-87,688
3196
$2.23M ﹤0.01%
48,849
-38,647
3197
$2.22M ﹤0.01%
96,039
-71,756
3198
$2.22M ﹤0.01%
89,152
-72,901
3199
$2.22M ﹤0.01%
28,816
-114,767
3200
$2.21M ﹤0.01%
443,042
-326,464
126 127
128
129 130