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
4501
$313K ﹤0.01%
11,075
-15,111
4502
$313K ﹤0.01%
24,403
+1,158
4503
$312K ﹤0.01%
159,902
-282,344
4504
$310K ﹤0.01%
6,444
-2,882
4505
$309K ﹤0.01%
37,387
-108,441
4506
$308K ﹤0.01%
279,997
+161,683
4507
$307K ﹤0.01%
16,727
-8,600
4508
$307K ﹤0.01%
41,058
-639,415
4509
$307K ﹤0.01%
35,929
-22,816
4510
$306K ﹤0.01%
108,715
-30,574
4511
$306K ﹤0.01%
15,292
-16,051
4512
$306K ﹤0.01%
33,429
-148,274
4513
$304K ﹤0.01%
37,703
-29,459
4514
$304K ﹤0.01%
16,986
+407
4515
$304K ﹤0.01%
13,690
-494
4516
$303K ﹤0.01%
5,768
-178
4517
$303K ﹤0.01%
30,850
-129,018
4518
$303K ﹤0.01%
10,672
-8,195
4519
$303K ﹤0.01%
+5,885
4520
$303K ﹤0.01%
78,969
+7,205
4521
$302K ﹤0.01%
91,090
+17,164
4522
$302K ﹤0.01%
67,534
+1,633
4523
$302K ﹤0.01%
132,836
-46,295
4524
$302K ﹤0.01%
66,311
-164,714
4525
$302K ﹤0.01%
21,517
-16,454
179 180
181
182 183