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
4876
$143K ﹤0.01%
2,643
+319
4877
$142K ﹤0.01%
13,552
-10,045
4878
$142K ﹤0.01%
315
-6,748
4879
$142K ﹤0.01%
20,133
-114,121
4880
$142K ﹤0.01%
30,276
-48,072
4881
$141K ﹤0.01%
11,443
-23,666
4882
$141K ﹤0.01%
6,406
+1,918
4883
$141K ﹤0.01%
900
4884
$141K ﹤0.01%
1,962
-6,182
4885
$140K ﹤0.01%
10,962
-8,332
4886
$140K ﹤0.01%
117,200
-157,778
4887
$139K ﹤0.01%
1,424
-7,190
4888
$138K ﹤0.01%
8,487
-238
4889
$138K ﹤0.01%
17,355
-625
4890
$138K ﹤0.01%
10,342
+4,054
4891
$138K ﹤0.01%
11,270
-9,729
4892
$138K ﹤0.01%
245,742
-1,925,407
4893
$137K ﹤0.01%
140,547
-39,088
4894
$137K ﹤0.01%
5,251
-241,850
4895
$136K ﹤0.01%
46,712
-15,624
4896
$136K ﹤0.01%
1,639,890
-283,037
4897
$136K ﹤0.01%
20,418
-85,175
4898
$136K ﹤0.01%
13,300
4899
$136K ﹤0.01%
60,174
+8,387
4900
$136K ﹤0.01%
6,147
-1,179
194 195
196
197 198