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
3976
$821K ﹤0.01%
7,798
-11,760
3977
$821K ﹤0.01%
821
-787
3978
$818K ﹤0.01%
313,765
+2,713
3979
$818K ﹤0.01%
29,402
-3,575
3980
$816K ﹤0.01%
191,952
-1,140,299
3981
$811K ﹤0.01%
45,043
-7,834
3982
$809K ﹤0.01%
55,783
-189,497
3983
$809K ﹤0.01%
13,292
+627
3984
$806K ﹤0.01%
102,438
-188,286
3985
$804K ﹤0.01%
61,559
-182,372
3986
$803K ﹤0.01%
+44,234
3987
$801K ﹤0.01%
28,129
-615
3988
$801K ﹤0.01%
161,971
+128,656
3989
$801K ﹤0.01%
137,452
-40,959
3990
$799K ﹤0.01%
226,982
-205,058
3991
$798K ﹤0.01%
13,652
+12,331
3992
$796K ﹤0.01%
51,378
+18,096
3993
$795K ﹤0.01%
15,491
-32,213
3994
$794K ﹤0.01%
125,970
+11,300
3995
$791K ﹤0.01%
17,043
-106,264
3996
$784K ﹤0.01%
313,732
-143,134
3997
$783K ﹤0.01%
26,781
-79,099
3998
$782K ﹤0.01%
75,760
-92,392
3999
$781K ﹤0.01%
31,379
-8,658
4000
$778K ﹤0.01%
1,076,242
-973,459
158 159
160
161 162