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
3651
$1.29M ﹤0.01%
106,966
+13,560
3652
$1.29M ﹤0.01%
72,950
-353,351
3653
$1.29M ﹤0.01%
122,926
-106,013
3654
$1.29M ﹤0.01%
986,263
-2,688,089
3655
$1.29M ﹤0.01%
5,102,574
-52,645
3656
$1.29M ﹤0.01%
183,161
-76,143
3657
$1.29M ﹤0.01%
117,839
-68,449
3658
$1.28M ﹤0.01%
181,649
+55,265
3659
$1.28M ﹤0.01%
112,084
-2,877
3660
$1.28M ﹤0.01%
60,847
-66,824
3661
$1.28M ﹤0.01%
189,456
-104,254
3662
$1.28M ﹤0.01%
101,169
+28,667
3663
$1.28M ﹤0.01%
18,986
-7,020
3664
$1.28M ﹤0.01%
95,316
-117,574
3665
$1.27M ﹤0.01%
113,869
-194,910
3666
$1.27M ﹤0.01%
102,697
+20,434
3667
$1.27M ﹤0.01%
128,677
-132,558
3668
$1.27M ﹤0.01%
99,271
-475,394
3669
$1.27M ﹤0.01%
51,463
-6,395
3670
$1.27M ﹤0.01%
58,522
+8,245
3671
$1.26M ﹤0.01%
25,349
-83,413
3672
$1.26M ﹤0.01%
155,433
-96,791
3673
$1.26M ﹤0.01%
28,880
-17,801
3674
$1.26M ﹤0.01%
112,057
+28,356
3675
$1.26M ﹤0.01%
150,124
-139,770
145 146
147
148 149