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
3451
$1.64M ﹤0.01%
80,857
+6,023
3452
$1.64M ﹤0.01%
56,553
-107,807
3453
$1.64M ﹤0.01%
8,100
-52,728
3454
$1.64M ﹤0.01%
156,480
-63,764
3455
$1.63M ﹤0.01%
64,912
-30,113
3456
$1.63M ﹤0.01%
450,105
+222,094
3457
$1.63M ﹤0.01%
118,355
+16,140
3458
$1.63M ﹤0.01%
157,427
+33,999
3459
$1.62M ﹤0.01%
229,709
-32,707
3460
$1.62M ﹤0.01%
149,673
-87,019
3461
$1.62M ﹤0.01%
20,847
+2,245
3462
$1.62M ﹤0.01%
60,312
-99,566
3463
$1.62M ﹤0.01%
34,184
-20,050
3464
$1.62M ﹤0.01%
226,201
-181,811
3465
$1.62M ﹤0.01%
72,691
-51,782
3466
$1.62M ﹤0.01%
74,747
-4,368
3467
$1.62M ﹤0.01%
123,901
+8,495
3468
$1.61M ﹤0.01%
44,544
-120,330
3469
$1.61M ﹤0.01%
69,103
-87,672
3470
$1.61M ﹤0.01%
3,814
+2,830
3471
$1.6M ﹤0.01%
310,438
-73,072
3472
$1.6M ﹤0.01%
100,713
-100,067
3473
$1.59M ﹤0.01%
390,000
-44,720
3474
$1.59M ﹤0.01%
2,094
-1,574
3475
$1.59M ﹤0.01%
120,396
-21,502
137 138
139
140 141