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
3526
$1.5M ﹤0.01%
71,971
+13,953
3527
$1.5M ﹤0.01%
10
-109
3528
$1.5M ﹤0.01%
105,272
+4,558
3529
$1.5M ﹤0.01%
27,490
-6,333
3530
$1.49M ﹤0.01%
19,540
-19,020
3531
$1.49M ﹤0.01%
71,546
-67,138
3532
$1.49M ﹤0.01%
25,587
-109,697
3533
$1.49M ﹤0.01%
515,097
+482,376
3534
$1.49M ﹤0.01%
101,357
-38,488
3535
$1.49M ﹤0.01%
42,729
+12,739
3536
$1.48M ﹤0.01%
38,583
-40,331
3537
$1.48M ﹤0.01%
41,536
+14,716
3538
$1.47M ﹤0.01%
437,595
+141,833
3539
$1.47M ﹤0.01%
55,487
+23,344
3540
$1.47M ﹤0.01%
143,912
-1,642,667
3541
$1.47M ﹤0.01%
523,890
3542
$1.46M ﹤0.01%
15,301
-26,464
3543
$1.46M ﹤0.01%
108,753
+7,163
3544
$1.46M ﹤0.01%
195,989
+66
3545
$1.46M ﹤0.01%
68,100
-114,469
3546
$1.46M ﹤0.01%
104,776
-470
3547
$1.46M ﹤0.01%
83,153
+82,413
3548
$1.45M ﹤0.01%
448,970
-1,102,067
3549
$1.45M ﹤0.01%
85,288
-45,132
3550
$1.45M ﹤0.01%
86,366
-168,279
140 141
142
143 144