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
4551
$294K ﹤0.01%
36,402
-9,532
4552
$294K ﹤0.01%
29,456
-36,633
4553
$293K ﹤0.01%
218,498
+194,765
4554
$292K ﹤0.01%
8,431
-2,625
4555
$292K ﹤0.01%
27,236
-666
4556
$290K ﹤0.01%
8,534
-39,308
4557
$290K ﹤0.01%
11,867
4558
$289K ﹤0.01%
36,272
-3,584
4559
$289K ﹤0.01%
11,069
+1,226
4560
$288K ﹤0.01%
18,157
+10,356
4561
$287K ﹤0.01%
27,344
-7,402
4562
$287K ﹤0.01%
49,044
-44,186
4563
$287K ﹤0.01%
26,894
-22,510
4564
$286K ﹤0.01%
5,675
4565
$286K ﹤0.01%
10,387
-28,264
4566
$286K ﹤0.01%
16,020
-16,139
4567
$285K ﹤0.01%
+618
4568
$284K ﹤0.01%
21,428
-11,408
4569
$284K ﹤0.01%
14,857
-15,619
4570
$284K ﹤0.01%
85,623
-16,961
4571
$284K ﹤0.01%
12,000
4572
$284K ﹤0.01%
21,919
+2,025
4573
$282K ﹤0.01%
36,917
-14,776
4574
$281K ﹤0.01%
69,312
-45,540
4575
$281K ﹤0.01%
76,532
-74,743
181 182
183
184 185