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
4026
$747K ﹤0.01%
115,986
+10,633
4027
$747K ﹤0.01%
10,860
-32,577
4028
$743K ﹤0.01%
150,132
-88,589
4029
$742K ﹤0.01%
53,216
-23,686
4030
$741K ﹤0.01%
500,388
+14,684
4031
$740K ﹤0.01%
81,462
+61,444
4032
$740K ﹤0.01%
237,713
-157,604
4033
$738K ﹤0.01%
34,588
+19,875
4034
$738K ﹤0.01%
70,651
+38,870
4035
$736K ﹤0.01%
18,505
-31,169
4036
$735K ﹤0.01%
39,458
-133,274
4037
$732K ﹤0.01%
33,300
-3,611
4038
$731K ﹤0.01%
27,185
-82,106
4039
$730K ﹤0.01%
28,039
+22,839
4040
$724K ﹤0.01%
297,936
+76,669
4041
$723K ﹤0.01%
142,421
-156,569
4042
$722K ﹤0.01%
46,835
-438
4043
$721K ﹤0.01%
22,711
-2,419
4044
$721K ﹤0.01%
104,671
-11,148
4045
$715K ﹤0.01%
32,652
-113,868
4046
$715K ﹤0.01%
59,724
-270,215
4047
$715K ﹤0.01%
44,977
-2,951
4048
$713K ﹤0.01%
33,671
-24,318
4049
$713K ﹤0.01%
141,484
+9,220
4050
$712K ﹤0.01%
10,156
-7,786
160 161
162
163 164