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
3726
$1.18M ﹤0.01%
40,805
-23,389
3727
$1.18M ﹤0.01%
75,206
-63,709
3728
$1.17M ﹤0.01%
115,856
-236,055
3729
$1.17M ﹤0.01%
28,346
+8,082
3730
$1.17M ﹤0.01%
60,729
-900,759
3731
$1.16M ﹤0.01%
48,239
-15,794
3732
$1.16M ﹤0.01%
1,000
-13,072
3733
$1.16M ﹤0.01%
91,554
-79,358
3734
$1.16M ﹤0.01%
36,701
-10,689
3735
$1.16M ﹤0.01%
65,307
+14,079
3736
$1.16M ﹤0.01%
93,467
-234,548
3737
$1.16M ﹤0.01%
346,190
-399,578
3738
$1.15M ﹤0.01%
73,019
+49,850
3739
$1.15M ﹤0.01%
36,873
-7,603
3740
$1.15M ﹤0.01%
64,632
-40,908
3741
$1.15M ﹤0.01%
57,185
-13,449
3742
$1.15M ﹤0.01%
58,570
-127,445
3743
$1.15M ﹤0.01%
27,340
+2,258
3744
$1.15M ﹤0.01%
27,847
+12,005
3745
$1.15M ﹤0.01%
14,779
-19,325
3746
$1.15M ﹤0.01%
3,972
-3,566
3747
$1.14M ﹤0.01%
178,962
+30,199
3748
$1.14M ﹤0.01%
93,497
-60,994
3749
$1.14M ﹤0.01%
3,008,818
-997,637
3750
$1.14M ﹤0.01%
106,571
+24,885
148 149
150
151 152