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
4951
$120K ﹤0.01%
2,022
-58,987
4952
$120K ﹤0.01%
1,722
+438
4953
$120K ﹤0.01%
22,068
-111,902
4954
$120K ﹤0.01%
5,629
-1,527
4955
$120K ﹤0.01%
11,552
-8,130
4956
$119K ﹤0.01%
3,630
-6,461
4957
$119K ﹤0.01%
8,219
-4,553
4958
$119K ﹤0.01%
12,868
-28,594
4959
$119K ﹤0.01%
20,713
-5,126
4960
$119K ﹤0.01%
257,381
+245,426
4961
$118K ﹤0.01%
8,117
-150
4962
$118K ﹤0.01%
6,406
-26,164
4963
$118K ﹤0.01%
45,782
-59,686
4964
$117K ﹤0.01%
5,701
-11,234
4965
$117K ﹤0.01%
8,921
-39,503
4966
$117K ﹤0.01%
7,421
-98,646
4967
$117K ﹤0.01%
131,049
-93,108
4968
$117K ﹤0.01%
5,101
-12,398
4969
$117K ﹤0.01%
8,546
-5,785
4970
$116K ﹤0.01%
24,725
+18,676
4971
$116K ﹤0.01%
+130
4972
$115K ﹤0.01%
+2,004
4973
$115K ﹤0.01%
47,957
-3,069
4974
$115K ﹤0.01%
11,507
-1,974
4975
$115K ﹤0.01%
10,442
-2,958
197 198
199
200 201