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
3626
$1.34M ﹤0.01%
59,836
-2,624
3627
$1.34M ﹤0.01%
37,337
-8,938
3628
$1.34M ﹤0.01%
92,482
+322
3629
$1.33M ﹤0.01%
49,660
-72,887
3630
$1.33M ﹤0.01%
163,427
-525,013
3631
$1.33M ﹤0.01%
114,896
+3,549
3632
$1.33M ﹤0.01%
33,073
-58,685
3633
$1.33M ﹤0.01%
157,115
-1,906
3634
$1.32M ﹤0.01%
31,318
-120,364
3635
$1.32M ﹤0.01%
27,156
-14,704
3636
$1.32M ﹤0.01%
408,162
+186
3637
$1.32M ﹤0.01%
42,379
-40,936
3638
$1.31M ﹤0.01%
165,588
-563,701
3639
$1.31M ﹤0.01%
32,554
-24,436
3640
$1.31M ﹤0.01%
82,038
+79,184
3641
$1.3M ﹤0.01%
82,706
-121,719
3642
$1.3M ﹤0.01%
141,267
-446
3643
$1.3M ﹤0.01%
310,539
-350,928
3644
$1.3M ﹤0.01%
63,244
-62,895
3645
$1.3M ﹤0.01%
226,074
+109,186
3646
$1.3M ﹤0.01%
38,837
-69,211
3647
$1.3M ﹤0.01%
494,667
-24,892
3648
$1.3M ﹤0.01%
117,937
-297,211
3649
$1.3M ﹤0.01%
104,927
-92,329
3650
$1.3M ﹤0.01%
38,069
-479
144 145
146
147 148