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
5301
$48K ﹤0.01%
4,138
-6,638
5302
$48K ﹤0.01%
79
-1
5303
$48K ﹤0.01%
11,032
+1,854
5304
$48K ﹤0.01%
58,348
-138,976
5305
$48K ﹤0.01%
3,422
-2,810
5306
$48K ﹤0.01%
11,758
+1
5307
$48K ﹤0.01%
7,972
-1,121
5308
$48K ﹤0.01%
13,655
+10,475
5309
$47K ﹤0.01%
3,012
-28,236
5310
$47K ﹤0.01%
2,402
+732
5311
$47K ﹤0.01%
6,250
-20,182
5312
$47K ﹤0.01%
90
-163
5313
$47K ﹤0.01%
9,983
+775
5314
$47K ﹤0.01%
9,773
-3,057
5315
$46K ﹤0.01%
8,781
-266
5316
$46K ﹤0.01%
17,000
+3,391
5317
$46K ﹤0.01%
1,633
+26
5318
$46K ﹤0.01%
2,354
-24,628
5319
$46K ﹤0.01%
7,954
-13,393
5320
$46K ﹤0.01%
182
+181
5321
$46K ﹤0.01%
2,206
+206
5322
$46K ﹤0.01%
4,480
-18,125
5323
$46K ﹤0.01%
7,576
+532
5324
$46K ﹤0.01%
21,081
-37,151
5325
$45K ﹤0.01%
1,610
-271
211 212
213
214 215