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
3551
$1.45M ﹤0.01%
165,032
-1,113,194
3552
$1.45M ﹤0.01%
102,819
-58,623
3553
$1.45M ﹤0.01%
57,056
-23,840
3554
$1.45M ﹤0.01%
58,451
+46,268
3555
$1.45M ﹤0.01%
279,347
+53,933
3556
$1.45M ﹤0.01%
59,812
+2,218
3557
$1.44M ﹤0.01%
158,649
-1,271,240
3558
$1.44M ﹤0.01%
90,600
-62,521
3559
$1.44M ﹤0.01%
44,526
-6,796
3560
$1.44M ﹤0.01%
63,083
-3,076
3561
$1.44M ﹤0.01%
278,734
+44,668
3562
$1.44M ﹤0.01%
197,628
-9,083
3563
$1.43M ﹤0.01%
7,804
-6,421
3564
$1.43M ﹤0.01%
97,346
-548
3565
$1.43M ﹤0.01%
137,734
-43,046
3566
$1.43M ﹤0.01%
58,978
-487,092
3567
$1.43M ﹤0.01%
248,379
+11,461
3568
$1.42M ﹤0.01%
56,569
+36,315
3569
$1.42M ﹤0.01%
132,335
-210,340
3570
$1.42M ﹤0.01%
91,695
-294,942
3571
$1.42M ﹤0.01%
225,774
-67,559
3572
$1.42M ﹤0.01%
53,842
-152,982
3573
$1.42M ﹤0.01%
231,474
+82,855
3574
$1.42M ﹤0.01%
69,188
-160,378
3575
$1.42M ﹤0.01%
199,101
-211,862
141 142
143
144 145