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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5376
$41K ﹤0.01%
135
-508
5377
$41K ﹤0.01%
33,213
-65,596
5378
$41K ﹤0.01%
2,226
-177,908
5379
$41K ﹤0.01%
5,640
-30,690
5380
$40K ﹤0.01%
15,940
+5,500
5381
$40K ﹤0.01%
1,026
-4,603
5382
$40K ﹤0.01%
838
-4,564
5383
$40K ﹤0.01%
347
+76
5384
$40K ﹤0.01%
234
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5385
$40K ﹤0.01%
3,203
-7,710
5386
$40K ﹤0.01%
20,546
-1
5387
$39K ﹤0.01%
1,792
-2,770
5388
$39K ﹤0.01%
2,043
-24,204
5389
$39K ﹤0.01%
10,094
+3,505
5390
$39K ﹤0.01%
1,431
+9
5391
$39K ﹤0.01%
7,817
-346
5392
$38K ﹤0.01%
2,712
-539
5393
$38K ﹤0.01%
11,612
-8,050
5394
$38K ﹤0.01%
246
-157
5395
$38K ﹤0.01%
514
+345
5396
$37K ﹤0.01%
2,000
5397
$37K ﹤0.01%
11,257
-152,303
5398
$37K ﹤0.01%
697
+662
5399
$37K ﹤0.01%
+1,200
5400
$37K ﹤0.01%
3,441
-16,232
214 215
216
217 218