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
4726
$196K ﹤0.01%
13,743
-14,625
4727
$194K ﹤0.01%
31,045
-129,888
4728
$194K ﹤0.01%
8,008
-9,253
4729
$193K ﹤0.01%
19,543
-45,615
4730
$193K ﹤0.01%
8,560
+1,376
4731
$193K ﹤0.01%
89,189
+16,092
4732
$193K ﹤0.01%
1,341
-293
4733
$193K ﹤0.01%
51,036
-1,485,802
4734
$192K ﹤0.01%
8,834
-1,686
4735
$191K ﹤0.01%
597,655
-43,703
4736
$191K ﹤0.01%
6,241
-27,042
4737
$190K ﹤0.01%
4,033
+660
4738
$190K ﹤0.01%
6,383
-7,232
4739
$189K ﹤0.01%
26,258
-19,749
4740
$189K ﹤0.01%
10,949
-26,820
4741
$189K ﹤0.01%
65,535
+55,428
4742
$188K ﹤0.01%
10,271
-18,101
4743
$188K ﹤0.01%
16,531
+5,977
4744
$186K ﹤0.01%
23,848
-26,971
4745
$185K ﹤0.01%
75,742
+58,637
4746
$185K ﹤0.01%
3,949
+23
4747
$184K ﹤0.01%
5,976
-5,682
4748
$184K ﹤0.01%
+3,598
4749
$184K ﹤0.01%
91
-54
4750
$184K ﹤0.01%
3,702
188 189
190
191 192