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
5351
$43K ﹤0.01%
2,077
-1,566
5352
$43K ﹤0.01%
+4,260
5353
$43K ﹤0.01%
19,714
-303
5354
$43K ﹤0.01%
+1,437
5355
$43K ﹤0.01%
692
+47
5356
$43K ﹤0.01%
12,008
-6,758
5357
$42K ﹤0.01%
16,334
-103,235
5358
$42K ﹤0.01%
1,280
-9,168
5359
$42K ﹤0.01%
1,718
-20,396
5360
$42K ﹤0.01%
5,272
-3,000
5361
$42K ﹤0.01%
2,060
-75,804
5362
$42K ﹤0.01%
13,022
-51,875
5363
$42K ﹤0.01%
4
+1
5364
$42K ﹤0.01%
10,567
+242
5365
$42K ﹤0.01%
6,146
-35,915
5366
$42K ﹤0.01%
31,033
+30,716
5367
$42K ﹤0.01%
648
5368
$42K ﹤0.01%
234,901
+1,999
5369
$42K ﹤0.01%
+2,533
5370
$41K ﹤0.01%
5,640
-30,690
5371
$41K ﹤0.01%
5,601
-4,729
5372
$41K ﹤0.01%
3,511
-14,772
5373
$41K ﹤0.01%
1,383
-14,760
5374
$41K ﹤0.01%
13,949
-4,500
5375
$41K ﹤0.01%
5,617
213 214
215
216 217