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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
5601
$22K ﹤0.01%
2,169
-27,353
5602
$22K ﹤0.01%
4,069
5603
$22K ﹤0.01%
1,342
+355
5604
$21K ﹤0.01%
702
-11,966
5605
$21K ﹤0.01%
1,000
5606
$21K ﹤0.01%
832
-13,609
5607
$21K ﹤0.01%
1,684
+1,350
5608
$21K ﹤0.01%
131
-196
5609
$21K ﹤0.01%
495
5610
$21K ﹤0.01%
5,395
-246,731
5611
$21K ﹤0.01%
1,399
+805
5612
$21K ﹤0.01%
2,311
-9,210
5613
$21K ﹤0.01%
5,084
-30,665
5614
$21K ﹤0.01%
565
-6,211
5615
$21K ﹤0.01%
557
-12,891
5616
$21K ﹤0.01%
1,445
-13,450
5617
$21K ﹤0.01%
1,370
+100
5618
$21K ﹤0.01%
4,300
-58
5619
$21K ﹤0.01%
6,124
-10,553
5620
$21K ﹤0.01%
730
-6,516
5621
$21K ﹤0.01%
11,372
-3,094
5622
$21K ﹤0.01%
1,478
-53,606
5623
$21K ﹤0.01%
25,718
+5,718
5624
$21K ﹤0.01%
5,000
+4,174
5625
$21K ﹤0.01%
202
-1,113
223 224
225
226 227