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
3226
$2.15M ﹤0.01%
181,284
-248,013
3227
$2.15M ﹤0.01%
69,562
-452,527
3228
$2.14M ﹤0.01%
689,114
-209,632
3229
$2.14M ﹤0.01%
125,440
-28,802
3230
$2.14M ﹤0.01%
612,150
+146,249
3231
$2.14M ﹤0.01%
176,301
+8,011
3232
$2.14M ﹤0.01%
106,943
-91,063
3233
$2.14M ﹤0.01%
421,191
-68,820
3234
$2.13M ﹤0.01%
59,428
+10,991
3235
$2.13M ﹤0.01%
165,018
+10,508
3236
$2.13M ﹤0.01%
234,251
-152,855
3237
$2.12M ﹤0.01%
1,220,218
+65,444
3238
$2.12M ﹤0.01%
220,190
-62,207
3239
$2.12M ﹤0.01%
171,865
+44,619
3240
$2.12M ﹤0.01%
348,499
-49,430
3241
$2.11M ﹤0.01%
232,345
-189,517
3242
$2.11M ﹤0.01%
141,174
-12,195
3243
$2.11M ﹤0.01%
127,479
+16,569
3244
$2.11M ﹤0.01%
146,539
-145,672
3245
$2.1M ﹤0.01%
199,349
+142,772
3246
$2.1M ﹤0.01%
55,247
-318,514
3247
$2.1M ﹤0.01%
147,580
-65,473
3248
$2.1M ﹤0.01%
172,896
+4,300
3249
$2.1M ﹤0.01%
155,159
+68,298
3250
$2.09M ﹤0.01%
1,161,996
+582,030
128 129
130
131 132