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
3476
$1.59M ﹤0.01%
84,565
-32,911
3477
$1.58M ﹤0.01%
95,071
-79,847
3478
$1.58M ﹤0.01%
18,438
-16,071
3479
$1.58M ﹤0.01%
57,496
-8,268
3480
$1.58M ﹤0.01%
124,819
-158,221
3481
$1.57M ﹤0.01%
144,365
-159,017
3482
$1.57M ﹤0.01%
23,315
+14,587
3483
$1.57M ﹤0.01%
164,417
-61,096
3484
$1.57M ﹤0.01%
19,600
-56,126
3485
$1.57M ﹤0.01%
178,140
-4,941
3486
$1.56M ﹤0.01%
148,615
+27,548
3487
$1.56M ﹤0.01%
114,686
-21,060
3488
$1.55M ﹤0.01%
127,699
-105,735
3489
$1.55M ﹤0.01%
41,945
-8,255
3490
$1.55M ﹤0.01%
108,673
-63,703
3491
$1.55M ﹤0.01%
58,587
-26,412
3492
$1.55M ﹤0.01%
68,442
-22,168
3493
$1.55M ﹤0.01%
9,754
-8,594
3494
$1.55M ﹤0.01%
123,258
-46,297
3495
$1.55M ﹤0.01%
26,398
-32,024
3496
$1.55M ﹤0.01%
79,346
+35,743
3497
$1.54M ﹤0.01%
536,563
+436,222
3498
$1.54M ﹤0.01%
80,618
-32,169
3499
$1.54M ﹤0.01%
14,546
-7,682
3500
$1.54M ﹤0.01%
75,608
-503
138 139
140
141 142