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
3951
$851K ﹤0.01%
101,694
-449
3952
$850K ﹤0.01%
228,424
+170,648
3953
$849K ﹤0.01%
130,373
-32,133
3954
$847K ﹤0.01%
180,985
-16,632
3955
$846K ﹤0.01%
75,027
-52,533
3956
$845K ﹤0.01%
16,601
-48,809
3957
$845K ﹤0.01%
58,239
+9,106
3958
$844K ﹤0.01%
38,656
-110,986
3959
$841K ﹤0.01%
159,171
-6,184
3960
$839K ﹤0.01%
29,538
-1,203
3961
$839K ﹤0.01%
24,701
-12,801
3962
$838K ﹤0.01%
35,125
+29,639
3963
$837K ﹤0.01%
30,226
+6,382
3964
$837K ﹤0.01%
46,894
-250,010
3965
$836K ﹤0.01%
35,301
-76,351
3966
$835K ﹤0.01%
209,005
+25,490
3967
$833K ﹤0.01%
+86,303
3968
$832K ﹤0.01%
71,060
-105,179
3969
$831K ﹤0.01%
91,515
-236,822
3970
$831K ﹤0.01%
213,544
-40,660
3971
$829K ﹤0.01%
27,016
+55
3972
$824K ﹤0.01%
17,151
-2,300
3973
$824K ﹤0.01%
150,119
-177,731
3974
$824K ﹤0.01%
39,990
-23,154
3975
$824K ﹤0.01%
60,441
+7,759
157 158
159
160 161