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
3801
$1.06M ﹤0.01%
67,561
-8,826
3802
$1.06M ﹤0.01%
83,856
-31,469
3803
$1.06M ﹤0.01%
91,366
+1,133
3804
$1.05M ﹤0.01%
42,106
-35,053
3805
$1.05M ﹤0.01%
29,233
-13,497
3806
$1.05M ﹤0.01%
96,465
+4,225
3807
$1.05M ﹤0.01%
96,170
-4,722
3808
$1.04M ﹤0.01%
32,547
-6,588
3809
$1.04M ﹤0.01%
104,881
+95,437
3810
$1.04M ﹤0.01%
24,616
-8,390
3811
$1.04M ﹤0.01%
+47,504
3812
$1.04M ﹤0.01%
59,328
-91,304
3813
$1.04M ﹤0.01%
52,282
-1,288
3814
$1.03M ﹤0.01%
60,888
-38,203
3815
$1.03M ﹤0.01%
114,290
-187,919
3816
$1.03M ﹤0.01%
45,829
+6,580
3817
$1.03M ﹤0.01%
56,510
-253,005
3818
$1.03M ﹤0.01%
159,709
-220,969
3819
$1.03M ﹤0.01%
119,828
-4,363
3820
$1.03M ﹤0.01%
62,565
-1,040
3821
$1.03M ﹤0.01%
116,500
-190,514
3822
$1.03M ﹤0.01%
45,395
-40,977
3823
$1.03M ﹤0.01%
39,090
+15,520
3824
$1.02M ﹤0.01%
79,214
-304,388
3825
$1.02M ﹤0.01%
90,928
+14,520
151 152
153
154 155