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
3351
$1.85M ﹤0.01%
101,886
-64,188
3352
$1.85M ﹤0.01%
129,887
-30,958
3353
$1.84M ﹤0.01%
330,591
-235,376
3354
$1.84M ﹤0.01%
341,864
-4,540,799
3355
$1.84M ﹤0.01%
25,774
-93,897
3356
$1.84M ﹤0.01%
44,579
-2,181
3357
$1.84M ﹤0.01%
+37,419
3358
$1.83M ﹤0.01%
250,713
+39,451
3359
$1.83M ﹤0.01%
367,837
-65,809
3360
$1.83M ﹤0.01%
91,007
+4,295
3361
$1.83M ﹤0.01%
91,523
-28,102
3362
$1.83M ﹤0.01%
79,484
-40,493
3363
$1.83M ﹤0.01%
60,042
+5,401
3364
$1.82M ﹤0.01%
69,935
-49,097
3365
$1.82M ﹤0.01%
17,084
-14,240
3366
$1.81M ﹤0.01%
58,407
-87,717
3367
$1.81M ﹤0.01%
56,972
-783
3368
$1.81M ﹤0.01%
37,739
-44,368
3369
$1.81M ﹤0.01%
141,907
-119,667
3370
$1.81M ﹤0.01%
119,514
+21,687
3371
$1.8M ﹤0.01%
109,100
-176,149
3372
$1.8M ﹤0.01%
30,809
-42,082
3373
$1.8M ﹤0.01%
71,806
+71,805
3374
$1.8M ﹤0.01%
221,894
+63,129
3375
$1.8M ﹤0.01%
116,635
-8,154
133 134
135
136 137