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
4476
$327K ﹤0.01%
32,967
-43,985
4477
$326K ﹤0.01%
12,216
-5,912
4478
$326K ﹤0.01%
23,840
-22,323
4479
$326K ﹤0.01%
340,498
-155,298
4480
$326K ﹤0.01%
5,770
-2,598
4481
$325K ﹤0.01%
105,176
-33,210
4482
$325K ﹤0.01%
48,108
-7,208
4483
$324K ﹤0.01%
37,035
+17,889
4484
$324K ﹤0.01%
27,774
-9,743
4485
$323K ﹤0.01%
269,664
-199,125
4486
$322K ﹤0.01%
5,166
-4,184
4487
$322K ﹤0.01%
30,181
+13,243
4488
$321K ﹤0.01%
6,414
+1,956
4489
$321K ﹤0.01%
16,946
-21,274
4490
$321K ﹤0.01%
34,474
-763,417
4491
$321K ﹤0.01%
40,736
-42,521
4492
$320K ﹤0.01%
262,497
-285,284
4493
$320K ﹤0.01%
15,945
-155,393
4494
$318K ﹤0.01%
20,528
-12,666
4495
$317K ﹤0.01%
120,951
-11,217
4496
$317K ﹤0.01%
27,292
-165,647
4497
$316K ﹤0.01%
8,341
-36,658
4498
$315K ﹤0.01%
38,593
+5,387
4499
$314K ﹤0.01%
20,176
+19,176
4500
$313K ﹤0.01%
14,505
-57,841
178 179
180
181 182