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
5101
$83K ﹤0.01%
20,109
+19,223
5102
$82K ﹤0.01%
6,247
-16,235
5103
$82K ﹤0.01%
6,230
-11,264
5104
$82K ﹤0.01%
3,445
-12,551
5105
$81K ﹤0.01%
8,511
-9,427
5106
$81K ﹤0.01%
11,761
-59,901
5107
$81K ﹤0.01%
2,500
-2,478
5108
$81K ﹤0.01%
14
-29
5109
$81K ﹤0.01%
1,716
-16,470
5110
$81K ﹤0.01%
4,850
+103
5111
$81K ﹤0.01%
18,942
-44,318
5112
$80K ﹤0.01%
3,742
-13,052
5113
$80K ﹤0.01%
9,966
-62,872
5114
$80K ﹤0.01%
10,886
+59
5115
$80K ﹤0.01%
4,933
-15,793
5116
$80K ﹤0.01%
3,700
-2,712
5117
$80K ﹤0.01%
2,550
-34,401
5118
$79K ﹤0.01%
3,946
-7,649
5119
$79K ﹤0.01%
7,857
-5,619
5120
$79K ﹤0.01%
12,851
5121
$79K ﹤0.01%
26,764
-14,709
5122
$79K ﹤0.01%
5,235
-15,925
5123
$79K ﹤0.01%
7,228
-10,392
5124
$78K ﹤0.01%
3,495
-168
5125
$78K ﹤0.01%
5,002
-11,428
203 204
205
206 207