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
3676
$1.25M ﹤0.01%
170,864
-31,342
3677
$1.25M ﹤0.01%
665,259
+150,440
3678
$1.25M ﹤0.01%
549,943
+114,195
3679
$1.25M ﹤0.01%
321,897
-69,300
3680
$1.25M ﹤0.01%
49,984
-280
3681
$1.25M ﹤0.01%
44,422
-15,504
3682
$1.24M ﹤0.01%
37,916
-58,730
3683
$1.24M ﹤0.01%
278,076
+123,732
3684
$1.24M ﹤0.01%
91,597
-121,903
3685
$1.24M ﹤0.01%
76,375
-86,513
3686
$1.24M ﹤0.01%
244,209
-76,135
3687
$1.23M ﹤0.01%
23,961
-20,938
3688
$1.23M ﹤0.01%
235,151
+16,161
3689
$1.23M ﹤0.01%
87,280
+63,210
3690
$1.23M ﹤0.01%
430,809
-202,391
3691
$1.23M ﹤0.01%
127,533
-119,730
3692
$1.23M ﹤0.01%
89,878
-81,888
3693
$1.23M ﹤0.01%
38,290
+828
3694
$1.23M ﹤0.01%
44,149
+38,820
3695
$1.22M ﹤0.01%
182,198
-177,423
3696
$1.22M ﹤0.01%
33,319
-16,026
3697
$1.22M ﹤0.01%
64,795
-44,763
3698
$1.22M ﹤0.01%
50,306
-97,143
3699
$1.22M ﹤0.01%
21,940
-82,393
3700
$1.22M ﹤0.01%
126,697
-161,251
146 147
148
149 150