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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
5451
$33K ﹤0.01%
551
-4,586
5452
$33K ﹤0.01%
50,953
+12,820
5453
$33K ﹤0.01%
2,432
-16,379
5454
$33K ﹤0.01%
374
-2,948
5455
$33K ﹤0.01%
730
5456
$33K ﹤0.01%
7,552
-605
5457
$32K ﹤0.01%
18,333
-1,600
5458
$32K ﹤0.01%
56,792
-94,056
5459
$32K ﹤0.01%
1,103
+307
5460
$32K ﹤0.01%
478
-17,464
5461
$32K ﹤0.01%
1,342
5462
$32K ﹤0.01%
3,226
-16,470
5463
$32K ﹤0.01%
+1,350
5464
$32K ﹤0.01%
12,695
+12,595
5465
$32K ﹤0.01%
6,863
-73,181
5466
$32K ﹤0.01%
+2,852
5467
$32K ﹤0.01%
542
-48
5468
$32K ﹤0.01%
2,299
-23,351
5469
$32K ﹤0.01%
3,211
-15,720
5470
$32K ﹤0.01%
1,878
-10,364
5471
$32K ﹤0.01%
929
-8,676
5472
$32K ﹤0.01%
755
+145
5473
$32K ﹤0.01%
1,623
-4,924
5474
$32K ﹤0.01%
7,724
-73,364
5475
$31K ﹤0.01%
5,008
-59,071
217 218
219
220 221