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
5276
$53K ﹤0.01%
114,653
-425,844
5277
$53K ﹤0.01%
70,460
5278
$52K ﹤0.01%
+2,550
5279
$52K ﹤0.01%
5,107
-48,185
5280
$52K ﹤0.01%
1,585
-33
5281
$52K ﹤0.01%
3,279
+3,135
5282
$52K ﹤0.01%
721
+114
5283
$52K ﹤0.01%
50,454
-20,635
5284
$52K ﹤0.01%
3,471
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5285
$51K ﹤0.01%
13,954
-622,689
5286
$51K ﹤0.01%
3,241
-39,274
5287
$51K ﹤0.01%
28,487
+6,401
5288
$51K ﹤0.01%
4,743
+604
5289
$50K ﹤0.01%
2,794
-99,827
5290
$50K ﹤0.01%
4,522
5291
$50K ﹤0.01%
46,641
-80,822
5292
$50K ﹤0.01%
15,180
-2,550
5293
$50K ﹤0.01%
2,342
-11,311
5294
$50K ﹤0.01%
3,450
+2,000
5295
$50K ﹤0.01%
6,484
-15,734
5296
$50K ﹤0.01%
2,805
-6,689
5297
$49K ﹤0.01%
5,130
-21,757
5298
$49K ﹤0.01%
7,861
-25,265
5299
$49K ﹤0.01%
1,862
-7,495
5300
$49K ﹤0.01%
656
+69
210 211
212
213 214