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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
6026
$5K ﹤0.01%
+750
6027
$5K ﹤0.01%
15
-41
6028
$5K ﹤0.01%
29
6029
$5K ﹤0.01%
505
-6
6030
$5K ﹤0.01%
2,586
-4,151
6031
$5K ﹤0.01%
528
-9,621
6032
$5K ﹤0.01%
559
-748
6033
$5K ﹤0.01%
542
-809
6034
$5K ﹤0.01%
469
-793
6035
$5K ﹤0.01%
531
+175
6036
$5K ﹤0.01%
550
-636
6037
$5K ﹤0.01%
345
6038
$5K ﹤0.01%
287
-1,689
6039
$5K ﹤0.01%
192
6040
$5K ﹤0.01%
+16
6041
$5K ﹤0.01%
+26
6042
$5K ﹤0.01%
677
-84,283
6043
$5K ﹤0.01%
5
-60
6044
$5K ﹤0.01%
173
6045
$5K ﹤0.01%
214
-480
6046
$5K ﹤0.01%
+556
6047
$5K ﹤0.01%
486
6048
$5K ﹤0.01%
11,533
+10,030
6049
$5K ﹤0.01%
2,873
+464
6050
$5K ﹤0.01%
202
-55