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
4101
$664K ﹤0.01%
35,966
+9,166
4102
$662K ﹤0.01%
128,810
-117,546
4103
$661K ﹤0.01%
27,526
-10,075
4104
$660K ﹤0.01%
25,501
-14,812
4105
$657K ﹤0.01%
69,062
+47,402
4106
$656K ﹤0.01%
28,468
-47,392
4107
$655K ﹤0.01%
28,343
-4,755
4108
$654K ﹤0.01%
24,428
-231,889
4109
$653K ﹤0.01%
25,304
+20,104
4110
$652K ﹤0.01%
228,989
+36,349
4111
$651K ﹤0.01%
30,782
-17,029
4112
$650K ﹤0.01%
22,415
-15,855
4113
$649K ﹤0.01%
99,843
-212,902
4114
$649K ﹤0.01%
48,050
+16,302
4115
$648K ﹤0.01%
61,119
-14,065
4116
$646K ﹤0.01%
86,515
+9,200
4117
$643K ﹤0.01%
39,392
-74,411
4118
$640K ﹤0.01%
23,854
-19,433
4119
$640K ﹤0.01%
66,238
+21,432
4120
$638K ﹤0.01%
63,371
-65,982
4121
$637K ﹤0.01%
106,303
+46,204
4122
$636K ﹤0.01%
17,669
+1,733
4123
$635K ﹤0.01%
135,995
-33,028
4124
$633K ﹤0.01%
53,245
-56,851
4125
$630K ﹤0.01%
103,160
-2,419
163 164
165
166 167