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
4751
$184K ﹤0.01%
9,156
-10,767
4752
$183K ﹤0.01%
63,333
-43,973
4753
$183K ﹤0.01%
11,053
+6,734
4754
$183K ﹤0.01%
12,192
-1,722
4755
$182K ﹤0.01%
522
4756
$182K ﹤0.01%
13,352
-10,813
4757
$182K ﹤0.01%
22,087
-38,834
4758
$182K ﹤0.01%
17,683
+208
4759
$181K ﹤0.01%
12,927
-1
4760
$180K ﹤0.01%
119,118
-39,323
4761
$179K ﹤0.01%
38,918
-9,490
4762
$178K ﹤0.01%
11,405
-18,632
4763
$178K ﹤0.01%
4,108
-3,312
4764
$178K ﹤0.01%
40,063
-48,416
4765
$177K ﹤0.01%
73,832
-31,175
4766
$177K ﹤0.01%
8,830
-13,521
4767
$176K ﹤0.01%
7,793
-1,976
4768
$176K ﹤0.01%
54,305
-242,318
4769
$176K ﹤0.01%
16,637
+8,371
4770
$176K ﹤0.01%
16,211
-8,986
4771
$175K ﹤0.01%
108,559
-67,513
4772
$175K ﹤0.01%
17,148
-9,454
4773
$175K ﹤0.01%
8,082
-4,445
4774
$175K ﹤0.01%
2,331
-409
4775
$174K ﹤0.01%
120,263
-54,893
189 190
191
192 193