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
3326
$1.91M ﹤0.01%
31,277
+9,228
3327
$1.91M ﹤0.01%
44,030
-13,602
3328
$1.91M ﹤0.01%
182,605
+128,759
3329
$1.9M ﹤0.01%
234,845
-62,157
3330
$1.9M ﹤0.01%
164,564
+14,042
3331
$1.9M ﹤0.01%
38,809
-24,262
3332
$1.9M ﹤0.01%
515,445
-443,715
3333
$1.89M ﹤0.01%
57,724
-174,049
3334
$1.89M ﹤0.01%
213,601
-233,360
3335
$1.89M ﹤0.01%
70,326
-3,352
3336
$1.89M ﹤0.01%
66,461
+64,297
3337
$1.89M ﹤0.01%
388,626
+55,208
3338
$1.89M ﹤0.01%
105,774
-23,967
3339
$1.89M ﹤0.01%
77,056
+6,652
3340
$1.89M ﹤0.01%
828,049
-243,220
3341
$1.89M ﹤0.01%
24,693
+19,941
3342
$1.88M ﹤0.01%
68,134
-54,197
3343
$1.87M ﹤0.01%
264,127
+63,774
3344
$1.87M ﹤0.01%
34,258
-2,217
3345
$1.86M ﹤0.01%
51,917
-21,424
3346
$1.86M ﹤0.01%
540,378
+481,973
3347
$1.85M ﹤0.01%
33,794
-108,607
3348
$1.85M ﹤0.01%
407,554
-504,866
3349
$1.85M ﹤0.01%
139,025
-96,210
3350
$1.85M ﹤0.01%
51,667
-126,869
132 133
134
135 136