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
5201
$63K ﹤0.01%
16,224
-36,627
5202
$63K ﹤0.01%
11,532
-80,373
5203
$63K ﹤0.01%
6,141
+2,504
5204
– –
0
5205
$63K ﹤0.01%
3,097
-15,596
5206
$63K ﹤0.01%
5,558
-13,200
5207
$63K ﹤0.01%
49,307
-263,540
5208
$62K ﹤0.01%
3,580
-29,095
5209
$62K ﹤0.01%
39,454
-35,171
5210
$62K ﹤0.01%
2,836
-1,814
5211
$62K ﹤0.01%
5,445
+1,383
5212
$62K ﹤0.01%
227,354
+170,943
5213
$62K ﹤0.01%
2,512
-30,737
5214
$62K ﹤0.01%
11,212
-1,934,751
5215
$61K ﹤0.01%
11,067
-31,586
5216
$61K ﹤0.01%
28,920
5217
$61K ﹤0.01%
2,644
-1,173
5218
$61K ﹤0.01%
5,857
-17,146
5219
$61K ﹤0.01%
2,840
+595
5220
$61K ﹤0.01%
11,767
-32,664
5221
$61K ﹤0.01%
554
-1,631
5222
$61K ﹤0.01%
3,350
-367
5223
$61K ﹤0.01%
2,000
-150
5224
$61K ﹤0.01%
32,605
-24,610
5225
$61K ﹤0.01%
6,032
+3,623
207 208
209
210 211