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
5401
$37K ﹤0.01%
1,653
-1
5402
$37K ﹤0.01%
11,257
-152,303
5403
$37K ﹤0.01%
11,525
-51,377
5404
$37K ﹤0.01%
1,495
-58
5405
$37K ﹤0.01%
15,964
-406,436
5406
$37K ﹤0.01%
1,396
-1,818
5407
$36K ﹤0.01%
13,914
-19,863
5408
$36K ﹤0.01%
4,380
+3,095
5409
$36K ﹤0.01%
1,778
-24,226
5410
$36K ﹤0.01%
76,700
+5,800
5411
$36K ﹤0.01%
160
+47
5412
$36K ﹤0.01%
6,690
-20,256
5413
$36K ﹤0.01%
1,690
-14,287
5414
$35K ﹤0.01%
+1,410
5415
$35K ﹤0.01%
+1,700
5416
$35K ﹤0.01%
2,746
-13,505
5417
$35K ﹤0.01%
2,570
-13,540
5418
$35K ﹤0.01%
2,887
-42,864
5419
$35K ﹤0.01%
9,460
-30,259
5420
$35K ﹤0.01%
+388,145
5421
$34K ﹤0.01%
2,248
-11,963
5422
$34K ﹤0.01%
1,045
5423
$34K ﹤0.01%
12,275
-7,099
5424
$34K ﹤0.01%
1,522
+1,122
5425
$34K ﹤0.01%
2,251
-15,156
215 216
217
218 219