We are live on ! Find out more
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
6151
$3K ﹤0.01%
364
-136
6152
$3K ﹤0.01%
1,705
-46,454
6153
$3K ﹤0.01%
107
6154
$3K ﹤0.01%
1,965
-30,579
6155
$3K ﹤0.01%
9,104
-2,332
6156
$3K ﹤0.01%
470
-3,034
6157
$3K ﹤0.01%
3,017
+17
6158
$3K ﹤0.01%
1,000
-155,987
6159
$3K ﹤0.01%
552
-50,300
6160
$3K ﹤0.01%
2,393
-3,077
6161
$3K ﹤0.01%
3,564
-20,111
6162
$3K ﹤0.01%
1,006
-59,253
6163
$3K ﹤0.01%
39
-650
6164
$2K ﹤0.01%
2,626
-16,498
6165
$2K ﹤0.01%
427
-5,433
6166
$2K ﹤0.01%
587
-64,460
6167
$2K ﹤0.01%
+48
6168
$2K ﹤0.01%
991
-460
6169
$2K ﹤0.01%
364
-1,136
6170
$2K ﹤0.01%
85
6171
$2K ﹤0.01%
1,040
6172
$2K ﹤0.01%
2
6173
$2K ﹤0.01%
150
6174
$2K ﹤0.01%
43
-32
6175
$2K ﹤0.01%
600
245 246
247
248 249