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
4826
$156K ﹤0.01%
51,644
+51,439
4827
$156K ﹤0.01%
1,010
+39
4828
$156K ﹤0.01%
1,345
-700
4829
$156K ﹤0.01%
58,904
-14,550
4830
$156K ﹤0.01%
753,838
+55,755
4831
$155K ﹤0.01%
6,107
-12,606
4832
$154K ﹤0.01%
53,101
-111,821
4833
$154K ﹤0.01%
8,098
-150,456
4834
$154K ﹤0.01%
28
-18
4835
$154K ﹤0.01%
7,123
+1,737
4836
$154K ﹤0.01%
17,479
-44,198
4837
$153K ﹤0.01%
21,376
-14,212
4838
$153K ﹤0.01%
13,944
+12,667
4839
$153K ﹤0.01%
190,662
+51,613
4840
$153K ﹤0.01%
14,688
-57,625
4841
$153K ﹤0.01%
26,163
-59,079
4842
$152K ﹤0.01%
9,017
-73,172
4843
$152K ﹤0.01%
2,113
-6,768
4844
$152K ﹤0.01%
9,353
-57,576
4845
$152K ﹤0.01%
30,240
-14,047
4846
$151K ﹤0.01%
19,792
+896
4847
$151K ﹤0.01%
10,986
-14,679
4848
$151K ﹤0.01%
17,492
+5,907
4849
$151K ﹤0.01%
16,013
-10,399
4850
$151K ﹤0.01%
20,537
-7,728
192 193
194
195 196