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
4601
$268K ﹤0.01%
687
-863
4602
$268K ﹤0.01%
7,769
-7,731
4603
$267K ﹤0.01%
15,218
+185
4604
$267K ﹤0.01%
46,477
+45,324
4605
$267K ﹤0.01%
44,593
+3,830
4606
$266K ﹤0.01%
108,635
-1,988,030
4607
$266K ﹤0.01%
64,903
-44,746
4608
$264K ﹤0.01%
3,554
-12,087
4609
$264K ﹤0.01%
30,748
-82,571
4610
$263K ﹤0.01%
2,334
-4,508
4611
$263K ﹤0.01%
23,545
-57,722
4612
$262K ﹤0.01%
14,223
-18,573
4613
$260K ﹤0.01%
63,104
+56,811
4614
$260K ﹤0.01%
21,201
+6,502
4615
$259K ﹤0.01%
26,508
-8,793
4616
$259K ﹤0.01%
31,400
-15,684
4617
$259K ﹤0.01%
147,860
-121,325
4618
$258K ﹤0.01%
24,042
+6,418
4619
$257K ﹤0.01%
12,146
+803
4620
$257K ﹤0.01%
1,776
+1,543
4621
$257K ﹤0.01%
18,051
+1,034
4622
$256K ﹤0.01%
57,746
+19,972
4623
$256K ﹤0.01%
8,396
-2,591
4624
$255K ﹤0.01%
18,739
-3,320
4625
$254K ﹤0.01%
61,070
-3,696,125
183 184
185
186 187