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
4126
$630K ﹤0.01%
18,386
+2,934
4127
$629K ﹤0.01%
63,316
-72,683
4128
$629K ﹤0.01%
91,502
-95,586
4129
$628K ﹤0.01%
31,759
-62,241
4130
$627K ﹤0.01%
19,882
-39,169
4131
$626K ﹤0.01%
5,807
+2,219
4132
$625K ﹤0.01%
58,295
+356
4133
$623K ﹤0.01%
38,342
+1,942
4134
$619K ﹤0.01%
73,305
-80,534
4135
$619K ﹤0.01%
123,494
-22,985
4136
$619K ﹤0.01%
37,409
-85,015
4137
$619K ﹤0.01%
36,165
+353
4138
$617K ﹤0.01%
+132,021
4139
$617K ﹤0.01%
56,494
+25,289
4140
$617K ﹤0.01%
97,965
-97,603
4141
$614K ﹤0.01%
57,488
-57,524
4142
$613K ﹤0.01%
7,919
4143
$611K ﹤0.01%
75,595
-548,717
4144
$609K ﹤0.01%
5,143
-1,826
4145
$607K ﹤0.01%
102,236
-271,910
4146
$606K ﹤0.01%
2,303,073
+1,252,046
4147
$603K ﹤0.01%
30,140
+7,449
4148
$602K ﹤0.01%
266,186
+15,980
4149
$602K ﹤0.01%
59,004
-402,752
4150
$599K ﹤0.01%
58,812
-193,167
164 165
166
167 168