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
3401
$1.74M ﹤0.01%
34,343
-105,350
3402
$1.74M ﹤0.01%
282,341
+72,672
3403
$1.73M ﹤0.01%
958,115
-412,180
3404
$1.73M ﹤0.01%
161,281
-120,727
3405
$1.72M ﹤0.01%
29,314
-24,114
3406
$1.72M ﹤0.01%
20,382
-289,214
3407
$1.72M ﹤0.01%
93,758
-62,328
3408
$1.72M ﹤0.01%
60,941
+11,997
3409
$1.71M ﹤0.01%
444,459
+264,297
3410
$1.71M ﹤0.01%
63,514
-21,477
3411
$1.71M ﹤0.01%
77,497
-6,765
3412
$1.7M ﹤0.01%
19,063
-96,904
3413
$1.7M ﹤0.01%
201,122
-29,166
3414
$1.7M ﹤0.01%
34,267
-57,612
3415
$1.7M ﹤0.01%
450,706
-264,738
3416
$1.69M ﹤0.01%
23,774
-13,444
3417
$1.69M ﹤0.01%
179,115
+2,381
3418
$1.69M ﹤0.01%
272,501
-48,073
3419
$1.69M ﹤0.01%
38,352
-23,672
3420
$1.69M ﹤0.01%
211,055
-93,658
3421
$1.68M ﹤0.01%
39,587
+21,034
3422
$1.68M ﹤0.01%
38,860
-164,778
3423
$1.68M ﹤0.01%
110,340
+7,665
3424
$1.68M ﹤0.01%
92,153
-10,022
3425
$1.68M ﹤0.01%
87,957
+40,649
135 136
137
138 139