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
5426
$34K ﹤0.01%
5,536
-13
5427
$34K ﹤0.01%
2,028
-1,926
5428
$34K ﹤0.01%
1,154
-8,142
5429
$34K ﹤0.01%
449
5430
$34K ﹤0.01%
3,157
-30,188
5431
$34K ﹤0.01%
17,076
-281
5432
$34K ﹤0.01%
15,543
5433
$34K ﹤0.01%
1,687
+379
5434
$34K ﹤0.01%
1,707
-13,104
5435
$34K ﹤0.01%
410
-1,341
5436
$34K ﹤0.01%
1,491
5437
$34K ﹤0.01%
6,581
-25,368
5438
$34K ﹤0.01%
378
+210
5439
$33K ﹤0.01%
3,744
-11,348
5440
$33K ﹤0.01%
5,026
-62,820
5441
$33K ﹤0.01%
19,503
-1,667
5442
$33K ﹤0.01%
+182
5443
$33K ﹤0.01%
4,052
-13,766
5444
$33K ﹤0.01%
1,644
5445
$33K ﹤0.01%
6,623
-8,286
5446
$33K ﹤0.01%
3,471
+152
5447
$33K ﹤0.01%
30,741
+8,587
5448
$33K ﹤0.01%
39,171
-29,686
5449
$33K ﹤0.01%
4,242
-1,897
5450
$33K ﹤0.01%
3,066
-22,357
216 217
218
219 220