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
4451
$348K ﹤0.01%
29,148
+15,532
4452
$348K ﹤0.01%
4,875
-2,319
4453
$347K ﹤0.01%
14,158
+678
4454
$347K ﹤0.01%
+19,495
4455
$344K ﹤0.01%
25,622
-23,880
4456
$341K ﹤0.01%
180,573
4457
$341K ﹤0.01%
10,447
+747
4458
$341K ﹤0.01%
12,631
-8,021
4459
$340K ﹤0.01%
27,176
-10,554
4460
$339K ﹤0.01%
30,007
-85,358
4461
$339K ﹤0.01%
53,180
-114,564
4462
$338K ﹤0.01%
224,972
+138,985
4463
$337K ﹤0.01%
31,576
-39,489
4464
$337K ﹤0.01%
7,436
-20,791
4465
$335K ﹤0.01%
29,315
-17,866
4466
$335K ﹤0.01%
43,969
-202,816
4467
$334K ﹤0.01%
96,095
-217,288
4468
$334K ﹤0.01%
8,402
+2,628
4469
$333K ﹤0.01%
46,035
-73,479
4470
$333K ﹤0.01%
178,809
-102,822
4471
$330K ﹤0.01%
52,752
-10,581
4472
$329K ﹤0.01%
44,475
-102,021
4473
$328K ﹤0.01%
102,864
+20,723
4474
$328K ﹤0.01%
505
-1,808
4475
$328K ﹤0.01%
41,670
-22,383
177 178
179
180 181