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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
3701
$1.21M ﹤0.01%
111,068
-70,049
3702
$1.21M ﹤0.01%
91,111
-2,148
3703
$1.21M ﹤0.01%
21,377
-573
3704
$1.21M ﹤0.01%
276,675
-88,181
3705
$1.21M ﹤0.01%
9,793
-37,018
3706
$1.21M ﹤0.01%
115,691
-180,099
3707
$1.21M ﹤0.01%
26,704
-1,481
3708
$1.21M ﹤0.01%
56,855
-44,242
3709
$1.21M ﹤0.01%
1,253,847
+450,688
3710
$1.21M ﹤0.01%
46,132
+4,271
3711
$1.2M ﹤0.01%
74,887
-20,669
3712
$1.2M ﹤0.01%
567,544
-2,849,845
3713
$1.2M ﹤0.01%
2,530
-17,809
3714
$1.2M ﹤0.01%
125,678
-48,467
3715
$1.2M ﹤0.01%
34,230
-38,646
3716
$1.2M ﹤0.01%
78,341
-77,320
3717
$1.2M ﹤0.01%
224,543
-37,185
3718
$1.19M ﹤0.01%
41,218
-10,371
3719
$1.19M ﹤0.01%
596,472
+4,150
3720
$1.19M ﹤0.01%
36,115
-20,132
3721
$1.19M ﹤0.01%
166,553
-42,333
3722
$1.19M ﹤0.01%
88,677
+6,662
3723
$1.18M ﹤0.01%
249,207
-120,635
3724
$1.18M ﹤0.01%
76,325
+1,513
3725
$1.18M ﹤0.01%
52,869
-32,653
147 148
149
150 151