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
4001
$776K ﹤0.01%
21,779
-8,280
4002
$776K ﹤0.01%
70,764
-24,977
4003
$773K ﹤0.01%
109,493
-103,473
4004
$773K ﹤0.01%
119,370
-22,808
4005
$771K ﹤0.01%
18,088
-48
4006
$770K ﹤0.01%
27,125
-19,881
4007
$769K ﹤0.01%
16,899
-34,508
4008
$765K ﹤0.01%
107,659
-352,352
4009
$765K ﹤0.01%
59,237
-45,342
4010
$765K ﹤0.01%
138,477
+8,444
4011
$764K ﹤0.01%
34,554
-166,517
4012
$764K ﹤0.01%
188,926
-1,681,078
4013
$760K ﹤0.01%
52,772
-72,022
4014
$759K ﹤0.01%
31,524
-123,328
4015
$758K ﹤0.01%
19,126
+7,080
4016
$758K ﹤0.01%
79,971
-56,367
4017
$754K ﹤0.01%
34,274
-30,661
4018
$752K ﹤0.01%
412,844
-6,996,770
4019
$752K ﹤0.01%
103,809
-40,229
4020
$751K ﹤0.01%
70,688
-35,750
4021
$750K ﹤0.01%
120,111
-87,565
4022
$750K ﹤0.01%
34,365
-15,122
4023
$749K ﹤0.01%
265,843
-27,392
4024
$748K ﹤0.01%
45,263
-283,293
4025
$748K ﹤0.01%
87,098
-111,840
159 160
161
162 163