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
5051
$94K ﹤0.01%
20,965
-48,631
5052
$93K ﹤0.01%
3,903
-19,945
5053
$92K ﹤0.01%
7,890
+3,217
5054
$92K ﹤0.01%
9,802
+3,433
5055
$92K ﹤0.01%
6,080
-286
5056
$92K ﹤0.01%
5,058
+1,250
5057
$92K ﹤0.01%
2,521
+1,470
5058
$91K ﹤0.01%
28,812
-60,323
5059
$91K ﹤0.01%
66,859
-29,810
5060
$91K ﹤0.01%
29,913
-71,546
5061
$91K ﹤0.01%
4,246
-1,690
5062
$91K ﹤0.01%
13,783
-58,000
5063
$90K ﹤0.01%
8,198
-37,976
5064
$90K ﹤0.01%
114,888
-12,895
5065
$90K ﹤0.01%
+3,533
5066
$89K ﹤0.01%
12
-380
5067
$89K ﹤0.01%
26,715
-101,636
5068
$89K ﹤0.01%
8,446
-17,132
5069
$89K ﹤0.01%
15,500
-4,754
5070
$88K ﹤0.01%
8,000
+200
5071
$88K ﹤0.01%
5,039
-25,341
5072
$88K ﹤0.01%
5,853
-8,292
5073
$88K ﹤0.01%
2,622
-22,438
5074
$88K ﹤0.01%
3,271
+2,182
5075
$88K ﹤0.01%
79,652
+3,024
201 202
203
204 205