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
3876
$963K ﹤0.01%
191,407
-83,548
3877
$962K ﹤0.01%
114,356
-103,076
3878
$959K ﹤0.01%
7,005
+1,423
3879
$959K ﹤0.01%
21,445
-101,840
3880
$958K ﹤0.01%
538,161
-776,157
3881
$953K ﹤0.01%
41,534
-114,288
3882
$952K ﹤0.01%
229,461
+95,502
3883
$952K ﹤0.01%
118,130
-109,540
3884
$950K ﹤0.01%
43,534
-31,023
3885
$947K ﹤0.01%
39,587
-35,868
3886
$947K ﹤0.01%
87,193
-47,413
3887
$946K ﹤0.01%
154,245
+93,653
3888
$945K ﹤0.01%
86,993
-161,381
3889
$944K ﹤0.01%
679,642
+30,401
3890
$941K ﹤0.01%
26,032
-218,252
3891
$939K ﹤0.01%
78,624
+11,440
3892
$939K ﹤0.01%
+441,040
3893
$938K ﹤0.01%
68,704
+6,062
3894
$937K ﹤0.01%
76,808
+63,847
3895
$935K ﹤0.01%
238,704
+183,584
3896
$935K ﹤0.01%
95,185
+20,592
3897
$934K ﹤0.01%
34,333
+34,283
3898
$934K ﹤0.01%
36,750
-134,151
3899
$933K ﹤0.01%
103,001
+8,080
3900
$932K ﹤0.01%
33,919
-31,220
154 155
156
157 158