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
5251
$56K ﹤0.01%
+7,415
5252
$56K ﹤0.01%
13,890
-9,327
5253
$56K ﹤0.01%
2,245
-2,834
5254
$56K ﹤0.01%
7,520
-3
5255
$56K ﹤0.01%
1,121
-488
5256
$56K ﹤0.01%
141,020
-39,400
5257
$56K ﹤0.01%
5,629
-3,500
5258
$56K ﹤0.01%
1,412
-250,391
5259
$55K ﹤0.01%
24,777
+3,945
5260
$55K ﹤0.01%
1,670
+1,445
5261
$55K ﹤0.01%
125
-474
5262
$55K ﹤0.01%
3,544
-7,219
5263
$55K ﹤0.01%
2,197
+574
5264
$55K ﹤0.01%
13,528
+4,446
5265
$55K ﹤0.01%
4,258
-318
5266
$55K ﹤0.01%
3,232
-340
5267
$54K ﹤0.01%
+4,549
5268
$54K ﹤0.01%
45,707
-318,937
5269
$54K ﹤0.01%
5,715
-4,957
5270
$54K ﹤0.01%
16,578
-253
5271
$53K ﹤0.01%
2,345
+1,005
5272
$53K ﹤0.01%
2,931
+79
5273
$53K ﹤0.01%
5,090
-83
5274
$53K ﹤0.01%
316,454
+71,196
5275
$53K ﹤0.01%
2,022
-2,368
209 210
211
212 213