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
5076
$88K ﹤0.01%
4,390
-707
5077
$87K ﹤0.01%
3,623
-1,094,457
5078
$87K ﹤0.01%
1,788
-1,461
5079
$87K ﹤0.01%
8,333
-613
5080
$86K ﹤0.01%
467
+403
5081
$86K ﹤0.01%
97
-168
5082
$86K ﹤0.01%
6,741
-12,132
5083
$86K ﹤0.01%
1,652
-11,614
5084
$86K ﹤0.01%
5,929
-21,942
5085
$86K ﹤0.01%
9,022
-34,734
5086
$84K ﹤0.01%
129,575
+6,150
5087
$84K ﹤0.01%
8,095
-29,462
5088
$84K ﹤0.01%
4,441
-18,367
5089
$84K ﹤0.01%
8,582
-32,376
5090
$84K ﹤0.01%
5,330
-1,242
5091
$84K ﹤0.01%
5,762
+4,990
5092
$84K ﹤0.01%
12,690
-527,975
5093
$84K ﹤0.01%
3,101
-3,893
5094
$84K ﹤0.01%
3,574
+52
5095
$84K ﹤0.01%
72,184
+8,840
5096
$83K ﹤0.01%
6,883
-13,661
5097
$83K ﹤0.01%
61,200
+2,132
5098
$83K ﹤0.01%
45,238
-1,533
5099
$83K ﹤0.01%
9,822
5100
$83K ﹤0.01%
117,221
-2,333
202 203
204
205 206