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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
5626
$20K ﹤0.01%
+850
5627
$20K ﹤0.01%
+865
5628
$20K ﹤0.01%
1,044
5629
$20K ﹤0.01%
529
5630
$20K ﹤0.01%
+865
5631
$20K ﹤0.01%
+879
5632
$20K ﹤0.01%
396
-3,956
5633
$20K ﹤0.01%
2,113
+842
5634
$20K ﹤0.01%
1
5635
$20K ﹤0.01%
156
+147
5636
$20K ﹤0.01%
57
+10
5637
$20K ﹤0.01%
827
-3,693
5638
$20K ﹤0.01%
3,193
+304
5639
$20K ﹤0.01%
11,004
-100,104
5640
$20K ﹤0.01%
82,223
-673
5641
$20K ﹤0.01%
1,879
+1,026
5642
$19K ﹤0.01%
+933
5643
$19K ﹤0.01%
5,138
-700
5644
$19K ﹤0.01%
64
5645
$19K ﹤0.01%
+817
5646
$19K ﹤0.01%
4,660
-27,000
5647
$19K ﹤0.01%
1,398
-3,400
5648
$19K ﹤0.01%
6,436
-16,739
5649
$19K ﹤0.01%
7,708
-242,657
5650
$19K ﹤0.01%
875
+425
224 225
226
227 228