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
5851
$9K ﹤0.01%
36,712
-2,099,560
5852
$9K ﹤0.01%
+250
5853
$9K ﹤0.01%
2,457
-867
5854
$9K ﹤0.01%
1,400
5855
$9K ﹤0.01%
20
+17
5856
$9K ﹤0.01%
3,500
5857
$9K ﹤0.01%
549
-8,983
5858
$9K ﹤0.01%
1,114
-16,579
5859
$9K ﹤0.01%
854
-21,469
5860
$9K ﹤0.01%
1,500
5861
$9K ﹤0.01%
+400
5862
$9K ﹤0.01%
84
-1,676
5863
$9K ﹤0.01%
24,660
-223,500
5864
$9K ﹤0.01%
15,024
-228,184
5865
$9K ﹤0.01%
7,573
-982,107
5866
$9K ﹤0.01%
345
-3,776
5867
$9K ﹤0.01%
2,286
-20,008
5868
$9K ﹤0.01%
274
-1,714
5869
$9K ﹤0.01%
364
+298
5870
$9K ﹤0.01%
1,000
-2,861
5871
$9K ﹤0.01%
325
-300
5872
$8K ﹤0.01%
603
+353
5873
$8K ﹤0.01%
458
5874
$8K ﹤0.01%
2,501
-72,662
5875
$8K ﹤0.01%
+4
233 234
235
236 237