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
4701
$207K ﹤0.01%
19,487
-13,812
4702
$207K ﹤0.01%
10,605
-32,520
4703
$207K ﹤0.01%
10,500
-2,147
4704
$206K ﹤0.01%
26,885
-40,222
4705
$206K ﹤0.01%
19,599
-500
4706
$205K ﹤0.01%
15,270
-39,427
4707
$205K ﹤0.01%
16,044
-11,368
4708
$205K ﹤0.01%
13,263
-122,489
4709
$205K ﹤0.01%
24,644
+1,921
4710
$204K ﹤0.01%
7,289
-1,820
4711
$204K ﹤0.01%
8,637
-8,431
4712
$204K ﹤0.01%
15,946
+3,422
4713
$202K ﹤0.01%
31,477
+3,143
4714
$202K ﹤0.01%
4,022
+709
4715
$201K ﹤0.01%
6,401
+298
4716
$201K ﹤0.01%
8,428
+5,209
4717
$200K ﹤0.01%
560
+40
4718
$200K ﹤0.01%
4,324
+1,712
4719
$200K ﹤0.01%
10,347
-180
4720
$200K ﹤0.01%
27,407
+9,390
4721
$200K ﹤0.01%
20,480
+4,117
4722
$200K ﹤0.01%
2,417
-8,977
4723
$199K ﹤0.01%
5,813
+2,763
4724
$199K ﹤0.01%
11,015
-4,156
4725
$196K ﹤0.01%
12,010
-35,729
187 188
189
190 191