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
3426
$1.68M ﹤0.01%
120,063
-191,214
3427
$1.68M ﹤0.01%
152,381
+82,547
3428
$1.67M ﹤0.01%
193,708
+23,346
3429
$1.67M ﹤0.01%
208,141
-530,314
3430
$1.67M ﹤0.01%
54,214
-9,300
3431
$1.67M ﹤0.01%
279,736
-332,032
3432
$1.66M ﹤0.01%
269,542
-4,690,677
3433
$1.66M ﹤0.01%
97,255
-36,706
3434
$1.66M ﹤0.01%
138,930
-454,464
3435
$1.66M ﹤0.01%
158,904
-111,692
3436
$1.66M ﹤0.01%
687
+331
3437
$1.66M ﹤0.01%
169,356
-4,143
3438
$1.65M ﹤0.01%
24,774
+1,110
3439
$1.65M ﹤0.01%
147,816
-108,065
3440
$1.65M ﹤0.01%
77,699
-7,676
3441
$1.65M ﹤0.01%
181,369
+2,611
3442
$1.65M ﹤0.01%
74,857
-14,238
3443
$1.65M ﹤0.01%
123,113
+14,013
3444
$1.65M ﹤0.01%
307,314
+261,400
3445
$1.65M ﹤0.01%
213,404
-1,732,680
3446
$1.64M ﹤0.01%
263,395
+51,429
3447
$1.64M ﹤0.01%
74,679
-5,496
3448
$1.64M ﹤0.01%
26,034
-29,889
3449
$1.64M ﹤0.01%
68,995
-55,313
3450
$1.64M ﹤0.01%
206,174
-14,017
136 137
138
139 140