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
4851
$150K ﹤0.01%
21,771
4852
$150K ﹤0.01%
39,079
4853
$150K ﹤0.01%
3,217
-5,288
4854
$149K ﹤0.01%
12,558
+180
4855
$149K ﹤0.01%
19,572
-39,200
4856
$147K ﹤0.01%
12,206
-89,841
4857
$147K ﹤0.01%
23,579
-1,808
4858
$147K ﹤0.01%
43,420
-105,940
4859
$147K ﹤0.01%
10,381
-32,531
4860
$147K ﹤0.01%
6,605
-13,593
4861
$147K ﹤0.01%
1,869
-2,315
4862
$147K ﹤0.01%
3,288
-35,390
4863
$146K ﹤0.01%
14,684
-54,397
4864
$146K ﹤0.01%
29,926
+3,063
4865
$146K ﹤0.01%
53,037
+51,482
4866
$146K ﹤0.01%
16,935
4867
$145K ﹤0.01%
15,720
+5,320
4868
$144K ﹤0.01%
15,661
-62,438
4869
$144K ﹤0.01%
14,594
-31,020
4870
$144K ﹤0.01%
16,927
-103,757
4871
$144K ﹤0.01%
186
-966
4872
$144K ﹤0.01%
23,756
-48,475
4873
$143K ﹤0.01%
14,073
-21,833
4874
$143K ﹤0.01%
61,387
+18,718
4875
$143K ﹤0.01%
960
193 194
195
196 197