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
5001
$106K ﹤0.01%
5,391
-19,142
5002
$106K ﹤0.01%
160,045
-145,566
5003
$106K ﹤0.01%
2,045
-2,823
5004
$105K ﹤0.01%
15,818
-411,991
5005
$105K ﹤0.01%
13,462
-14,601
5006
$105K ﹤0.01%
57,584
-31,748
5007
$105K ﹤0.01%
62,947
-48,345
5008
$105K ﹤0.01%
9,864
+7,312
5009
$104K ﹤0.01%
54,873
-114,363
5010
$104K ﹤0.01%
905
-2,031
5011
$103K ﹤0.01%
9,535
-24,170
5012
$103K ﹤0.01%
18,521
+14,434
5013
$103K ﹤0.01%
10,800
+3,764
5014
$103K ﹤0.01%
5,080
+519
5015
$102K ﹤0.01%
54,090
-360,883
5016
$102K ﹤0.01%
+13,584
5017
$101K ﹤0.01%
18,748
+6,902
5018
$101K ﹤0.01%
8,126
-3,626
5019
$101K ﹤0.01%
2,867
5020
$101K ﹤0.01%
9,009
+484
5021
$101K ﹤0.01%
62,032
-16,984
5022
$101K ﹤0.01%
32,651
-33,672
5023
$101K ﹤0.01%
58,777
+39,631
5024
$100K ﹤0.01%
4,317
-7,134
5025
$100K ﹤0.01%
279
-359
199 200
201
202 203