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
4901
$135K ﹤0.01%
25,887
-425,572
4902
$135K ﹤0.01%
8,814
-9,409
4903
$135K ﹤0.01%
4,853
-4,636
4904
$135K ﹤0.01%
32,431
-250,298
4905
$135K ﹤0.01%
79,204
-200,752
4906
$134K ﹤0.01%
4,811
-20,796
4907
$133K ﹤0.01%
63,323
-58,978
4908
$133K ﹤0.01%
6,726
-5,039
4909
$133K ﹤0.01%
45,204
+5,044
4910
$133K ﹤0.01%
30,204
-24,295
4911
$132K ﹤0.01%
9,818
-12,542
4912
$132K ﹤0.01%
2,512
-11,640
4913
$132K ﹤0.01%
28,149
+28,147
4914
$132K ﹤0.01%
4,072
-4,185
4915
$131K ﹤0.01%
91,507
-18,875
4916
$131K ﹤0.01%
16,679
-121,487
4917
$131K ﹤0.01%
13,357
-10,625
4918
$130K ﹤0.01%
17,461
+5,537
4919
$130K ﹤0.01%
5,062
-32,796
4920
$130K ﹤0.01%
24,199
-126,491
4921
$130K ﹤0.01%
638
-547
4922
$129K ﹤0.01%
13,188
+10,128
4923
$129K ﹤0.01%
5,406
-13,684
4924
$128K ﹤0.01%
9,054
-76,271
4925
$128K ﹤0.01%
15,531
-8,696
195 196
197
198 199