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
5601
$22K ﹤0.01%
3,049
5602
$22K ﹤0.01%
7,973
-173,472
5603
$22K ﹤0.01%
1,172
-1,744
5604
$21K ﹤0.01%
1,684
+1,350
5605
$21K ﹤0.01%
702
-11,966
5606
$21K ﹤0.01%
131
-196
5607
$21K ﹤0.01%
1,000
5608
$21K ﹤0.01%
495
5609
$21K ﹤0.01%
5,395
-246,731
5610
$21K ﹤0.01%
1,399
+805
5611
$21K ﹤0.01%
2,311
-9,210
5612
$21K ﹤0.01%
5,084
-30,665
5613
$21K ﹤0.01%
202
-1,113
5614
$21K ﹤0.01%
832
-13,609
5615
$21K ﹤0.01%
565
-6,211
5616
$21K ﹤0.01%
557
-12,891
5617
$21K ﹤0.01%
1,445
-13,450
5618
$21K ﹤0.01%
1,370
+100
5619
$21K ﹤0.01%
4,300
-58
5620
$21K ﹤0.01%
6,124
-10,553
5621
$21K ﹤0.01%
730
-6,516
5622
$21K ﹤0.01%
11,372
-3,094
5623
$21K ﹤0.01%
1,478
-53,606
5624
$21K ﹤0.01%
25,718
+5,718
5625
$21K ﹤0.01%
5,000
+4,174
223 224
225
226 227