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
3251
$2.09M ﹤0.01%
64,717
-48,100
3252
$2.09M ﹤0.01%
82,031
-69,783
3253
$2.09M ﹤0.01%
576,692
-693,476
3254
$2.09M ﹤0.01%
272,955
+180,724
3255
$2.09M ﹤0.01%
423,516
-15,179
3256
$2.08M ﹤0.01%
522,865
-746,555
3257
$2.08M ﹤0.01%
13,088
-8,560
3258
$2.08M ﹤0.01%
54,218
-77,594
3259
$2.07M ﹤0.01%
121,294
+70,906
3260
$2.07M ﹤0.01%
108,355
-39,841
3261
$2.07M ﹤0.01%
2,047,008
+175,920
3262
$2.07M ﹤0.01%
154,009
+10,914
3263
$2.06M ﹤0.01%
123,169
+48,161
3264
$2.06M ﹤0.01%
157,051
-3,918
3265
$2.06M ﹤0.01%
90,811
-11,454
3266
$2.06M ﹤0.01%
58,178
-21,441
3267
$2.06M ﹤0.01%
109,603
-64,296
3268
$2.05M ﹤0.01%
65,239
-69,758
3269
$2.05M ﹤0.01%
47,246
-35,362
3270
$2.05M ﹤0.01%
97,868
-82,309
3271
$2.04M ﹤0.01%
45,367
-140,005
3272
$2.04M ﹤0.01%
103,411
+13,473
3273
$2.04M ﹤0.01%
55,515
-158,763
3274
$2.04M ﹤0.01%
132,859
+4,540
3275
$2.04M ﹤0.01%
85,189
-70,088
129 130
131
132 133