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
4201
$546K ﹤0.01%
34,860
-52,992
4202
$544K ﹤0.01%
22,014
-13,343
4203
$544K ﹤0.01%
70,785
-22,453
4204
$544K ﹤0.01%
41,348
-3,587
4205
$543K ﹤0.01%
272,755
-1,270,841
4206
$541K ﹤0.01%
313,123
-366,010
4207
$540K ﹤0.01%
13,180
+11,071
4208
$537K ﹤0.01%
51,833
-82,133
4209
$536K ﹤0.01%
440,107
-105,597
4210
$535K ﹤0.01%
231,759
-5,143
4211
$531K ﹤0.01%
28,891
-122,944
4212
$531K ﹤0.01%
43,361
+16,045
4213
$530K ﹤0.01%
410,732
-964,823
4214
$528K ﹤0.01%
49,495
-740,494
4215
$527K ﹤0.01%
78,800
-142,138
4216
$526K ﹤0.01%
146,817
-38,468
4217
$525K ﹤0.01%
48,832
+48,504
4218
$525K ﹤0.01%
150,125
+82,232
4219
$524K ﹤0.01%
25,267
-6,162,122
4220
$524K ﹤0.01%
68,327
-590,401
4221
$521K ﹤0.01%
127,823
+24,295
4222
$520K ﹤0.01%
97,547
+17,432
4223
$519K ﹤0.01%
64,876
-249,172
4224
$518K ﹤0.01%
80,738
+53,260
4225
$515K ﹤0.01%
61,492
-2,659,652
167 168
169
170 171