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
4226
$514K ﹤0.01%
44,658
+15,793
4227
$514K ﹤0.01%
50,033
-363,695
4228
$511K ﹤0.01%
79,642
4229
$508K ﹤0.01%
50,339
-252,721
4230
$507K ﹤0.01%
59,562
+167
4231
$507K ﹤0.01%
129,283
-157,900
4232
$506K ﹤0.01%
53,757
-55,154
4233
$506K ﹤0.01%
10,719
+375
4234
$505K ﹤0.01%
117,541
-346,367
4235
$505K ﹤0.01%
6,217
-103,057
4236
$505K ﹤0.01%
34,195
-515,484
4237
$505K ﹤0.01%
72,699
+33,948
4238
$504K ﹤0.01%
67,365
+35,552
4239
$504K ﹤0.01%
97,529
-228,176
4240
$503K ﹤0.01%
107,190
+6,190
4241
$503K ﹤0.01%
349,256
-100,436
4242
$502K ﹤0.01%
119,015
-22,828
4243
$497K ﹤0.01%
35,696
-10,634
4244
$495K ﹤0.01%
1,432
-1,570
4245
$495K ﹤0.01%
25,399
+14,541
4246
$494K ﹤0.01%
367,753
-3,191,109
4247
$494K ﹤0.01%
43,758
-18,900
4248
$493K ﹤0.01%
14,272
+631
4249
$492K ﹤0.01%
26,779
-44,433
4250
$492K ﹤0.01%
71,242
-2,923
168 169
170
171 172