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
2151
$6.67M ﹤0.01%
257,757
+68,093
2152
$6.67M ﹤0.01%
238,461
-27,247
2153
$6.66M ﹤0.01%
1,044,549
+61,448
2154
$6.66M ﹤0.01%
105,980
-138,314
2155
$6.64M ﹤0.01%
721,344
+7,318
2156
$6.64M ﹤0.01%
2,439,450
+672,005
2157
$6.63M ﹤0.01%
226,285
-60,937
2158
$6.61M ﹤0.01%
112,513
-66,148
2159
$6.61M ﹤0.01%
862,669
-14,152
2160
$6.61M ﹤0.01%
157,900
-106,241
2161
$6.6M ﹤0.01%
204,677
-39,981
2162
$6.6M ﹤0.01%
408,233
+120,297
2163
$6.6M ﹤0.01%
81,221
-23,572
2164
$6.6M ﹤0.01%
897,497
+120,518
2165
$6.6M ﹤0.01%
292,502
-157,300
2166
$6.59M ﹤0.01%
3,830,869
-250,369
2167
$6.58M ﹤0.01%
1,449,919
+636,988
2168
$6.57M ﹤0.01%
492,668
+18,175
2169
$6.56M ﹤0.01%
989,912
+189,611
2170
$6.56M ﹤0.01%
107,591
-38,100
2171
$6.56M ﹤0.01%
375,883
-38,022
2172
$6.56M ﹤0.01%
249,133
-8,779
2173
$6.55M ﹤0.01%
171,360
+91,738
2174
$6.55M ﹤0.01%
454,172
-26,336
2175
$6.55M ﹤0.01%
45,180
+544
85 86
87
88 89