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
3751
$1.14M ﹤0.01%
694,694
-196,712
3752
$1.14M ﹤0.01%
20,553
-16,331
3753
$1.14M ﹤0.01%
47,544
-143,674
3754
$1.14M ﹤0.01%
116,075
-75,732
3755
$1.14M ﹤0.01%
664,077
-336,418
3756
$1.13M ﹤0.01%
12,103
-6,025
3757
$1.13M ﹤0.01%
6,066
+805
3758
$1.13M ﹤0.01%
33,620
+2,153
3759
$1.13M ﹤0.01%
27,502
-10,787
3760
$1.13M ﹤0.01%
97,766
-47,586
3761
$1.13M ﹤0.01%
79,539
-53,237
3762
$1.13M ﹤0.01%
189,556
-110,298
3763
$1.12M ﹤0.01%
40,857
+2,732
3764
$1.12M ﹤0.01%
337,992
-911,169
3765
$1.12M ﹤0.01%
68,930
+26,064
3766
$1.12M ﹤0.01%
21,492
-85,439
3767
$1.12M ﹤0.01%
180,459
-49,233
3768
$1.12M ﹤0.01%
203,482
+201,816
3769
$1.11M ﹤0.01%
34,380
-1,802
3770
$1.11M ﹤0.01%
81,726
+17,352
3771
$1.11M ﹤0.01%
3,086,212
+300,944
3772
$1.11M ﹤0.01%
146,807
-125,423
3773
$1.1M ﹤0.01%
114,434
-57,656
3774
$1.1M ﹤0.01%
44,900
+8,001
3775
$1.1M ﹤0.01%
217,212
+14,170
149 150
151
152 153