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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
5476
$31K ﹤0.01%
9,324
-11,524
5477
$31K ﹤0.01%
2,823
-8,054
5478
$31K ﹤0.01%
3,000
-776,290
5479
$31K ﹤0.01%
7,406
-6,751
5480
$31K ﹤0.01%
1,170
-4
5481
$31K ﹤0.01%
22,581
-2,476
5482
$31K ﹤0.01%
14,837
-4,471
5483
$30K ﹤0.01%
4,580
-1,023,120
5484
$30K ﹤0.01%
+1,696
5485
$30K ﹤0.01%
1,952
-200
5486
$30K ﹤0.01%
2,422
+1,758
5487
$30K ﹤0.01%
850
5488
$30K ﹤0.01%
17,668
-22,766
5489
$30K ﹤0.01%
15,253
+9,150
5490
$30K ﹤0.01%
3,708
-8,912
5491
$30K ﹤0.01%
925
-7,992
5492
$30K ﹤0.01%
1,301
5493
$30K ﹤0.01%
1,150
-6,725
5494
$30K ﹤0.01%
7,556
-72,907
5495
$30K ﹤0.01%
5,355
+3,402
5496
$30K ﹤0.01%
59,644
-2,383
5497
$30K ﹤0.01%
+14,712
5498
$29K ﹤0.01%
7,659
-794
5499
$29K ﹤0.01%
8,208
-44,251
5500
$29K ﹤0.01%
1,375
218 219
220
221 222