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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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%
13,604
+12,854
4530
$300K ﹤0.01%
42,485
-5,388
4531
$300K ﹤0.01%
40,502
-4,371
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%
22,202
-15,225
4536
$297K ﹤0.01%
12,964
+170
4537
$297K ﹤0.01%
11,397
+3,612
4538
$297K ﹤0.01%
64,807
-6,812
4539
$297K ﹤0.01%
38,923
-9,369
4540
$296K ﹤0.01%
20,241
-1,670
4541
$296K ﹤0.01%
39,773
+1,915
4542
$296K ﹤0.01%
22,138
-15,218
4543
$296K ﹤0.01%
28,953
+14,748
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%
29,456
-36,633
180 181
182
183 184