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
4526
$301K ﹤0.01%
77,669
-55,684
4527
$301K ﹤0.01%
32,675
-11,741
4528
$301K ﹤0.01%
10,196
-240
4529
$300K ﹤0.01%
42,485
-5,388
4530
$300K ﹤0.01%
40,502
-4,371
4531
$300K ﹤0.01%
13,604
+12,854
4532
$299K ﹤0.01%
2,205
-715
4533
$298K ﹤0.01%
12,906
-3,698
4534
$298K ﹤0.01%
375,987
-1,215
4535
$297K ﹤0.01%
38,923
-9,369
4536
$297K ﹤0.01%
22,202
-15,225
4537
$297K ﹤0.01%
12,964
+170
4538
$297K ﹤0.01%
11,397
+3,612
4539
$297K ﹤0.01%
64,807
-6,812
4540
$296K ﹤0.01%
22,138
-15,218
4541
$296K ﹤0.01%
28,953
+14,748
4542
$296K ﹤0.01%
39,773
+1,915
4543
$296K ﹤0.01%
20,241
-1,670
4544
$295K ﹤0.01%
31,840
+1,786
4545
$295K ﹤0.01%
136,697
-129,050
4546
$295K ﹤0.01%
38,408
-1,493,573
4547
$295K ﹤0.01%
9,913
-33,744
4548
$295K ﹤0.01%
6,337
+102
4549
$295K ﹤0.01%
6,610
-107
4550
$294K ﹤0.01%
51,056
-76,235
180 181
182
183 184