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
3201
$2.21M ﹤0.01%
46,654
-15,848
3202
$2.21M ﹤0.01%
307,292
-23,515
3203
$2.21M ﹤0.01%
52,277
-4,050
3204
$2.2M ﹤0.01%
117,336
-97,563
3205
$2.2M ﹤0.01%
61,612
+23,792
3206
$2.2M ﹤0.01%
145,959
-62,649
3207
$2.2M ﹤0.01%
24,247
-11,894
3208
$2.19M ﹤0.01%
161,744
-3,095
3209
$2.19M ﹤0.01%
240,976
+158,557
3210
$2.18M ﹤0.01%
84,148
-56,938
3211
$2.18M ﹤0.01%
180,500
-308,519
3212
$2.18M ﹤0.01%
154,541
-1,102
3213
$2.18M ﹤0.01%
104,052
+14,412
3214
$2.18M ﹤0.01%
170,111
+47,833
3215
$2.18M ﹤0.01%
25,786
+3,391
3216
$2.17M ﹤0.01%
48,887
+18,878
3217
$2.17M ﹤0.01%
162,376
-24,972
3218
$2.17M ﹤0.01%
653,388
+188,053
3219
$2.17M ﹤0.01%
43,716
-22,724
3220
$2.17M ﹤0.01%
129,922
-20,154
3221
$2.16M ﹤0.01%
89,386
-80,743
3222
$2.16M ﹤0.01%
84,707
-169,000
3223
$2.16M ﹤0.01%
108,892
-68,431
3224
$2.15M ﹤0.01%
41,503
-3,588
3225
$2.15M ﹤0.01%
508,624
-23,095
127 128
129
130 131