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
4626
$254K ﹤0.01%
11,146
+950
4627
$253K ﹤0.01%
35,114
-71,737
4628
$253K ﹤0.01%
14,811
-78,672
4629
$253K ﹤0.01%
17,906
4630
$252K ﹤0.01%
26,627
-46,379
4631
$251K ﹤0.01%
16,469
-18,937
4632
$247K ﹤0.01%
20,410
+8,260
4633
$247K ﹤0.01%
123,054
-4,289
4634
$246K ﹤0.01%
5,204
-7,915
4635
$246K ﹤0.01%
1,332,408
-1,267,034
4636
$245K ﹤0.01%
27,290
-36,566
4637
$245K ﹤0.01%
18,358
+2,506
4638
$243K ﹤0.01%
8,305
-13,579
4639
$243K ﹤0.01%
34,318
-138,930
4640
$242K ﹤0.01%
56,027
-287,815
4641
$242K ﹤0.01%
20,823
-57,007
4642
$241K ﹤0.01%
18,537
+7,687
4643
$241K ﹤0.01%
11,328
+1,284
4644
$240K ﹤0.01%
+4
4645
$239K ﹤0.01%
6,521
+435
4646
$239K ﹤0.01%
31,752
-7,168
4647
$239K ﹤0.01%
13,937
-2,221
4648
$239K ﹤0.01%
1,494
+1,444
4649
$238K ﹤0.01%
20,664
-9,219
4650
$238K ﹤0.01%
66,173
-719,135
184 185
186
187 188