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
4051
$712K ﹤0.01%
61,526
+22,158
4052
$712K ﹤0.01%
31,130
-41,897
4053
$711K ﹤0.01%
55,515
+9,500
4054
$710K ﹤0.01%
15,249
-10,988
4055
$709K ﹤0.01%
28,871
-17,095
4056
$709K ﹤0.01%
13,647
-1,122
4057
$709K ﹤0.01%
36,444
4058
$708K ﹤0.01%
70,296
-52,787
4059
$707K ﹤0.01%
18,025
-158,446
4060
$707K ﹤0.01%
79,328
+59,796
4061
$707K ﹤0.01%
3,108
+2,984
4062
$704K ﹤0.01%
3,888
-1,927
4063
$704K ﹤0.01%
17,571
-8,636
4064
$703K ﹤0.01%
28,248
-29,257
4065
$702K ﹤0.01%
19,822
+746
4066
$700K ﹤0.01%
473,392
-447,768
4067
$700K ﹤0.01%
33,620
-117,773
4068
$696K ﹤0.01%
1,404
-727
4069
$696K ﹤0.01%
42,244
-39,115
4070
$695K ﹤0.01%
16,596
-330,228
4071
$695K ﹤0.01%
18,454
-72,400
4072
$690K ﹤0.01%
38,658
+12,980
4073
$689K ﹤0.01%
9,139
-2,440
4074
$688K ﹤0.01%
78,976
+38,458
4075
$687K ﹤0.01%
93,947
-109,848
161 162
163
164 165