Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.83B
2
+$2.75B
3
+$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.71%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3476
$1.22M ﹤0.01%
+65,207
3477
$1.22M ﹤0.01%
+88,237
3478
$1.22M ﹤0.01%
+70,099
3479
$1.22M ﹤0.01%
+22,497
3480
$1.21M ﹤0.01%
+110,264
3481
$1.21M ﹤0.01%
+26,923
3482
$1.21M ﹤0.01%
+29,258
3483
$1.21M ﹤0.01%
+82,611
3484
$1.21M ﹤0.01%
+76,452
3485
$1.21M ﹤0.01%
+94,176
3486
$1.21M ﹤0.01%
+52,903
3487
$1.21M ﹤0.01%
+206,029
3488
$1.21M ﹤0.01%
+23,394
3489
$1.2M ﹤0.01%
+11,906
3490
$1.2M ﹤0.01%
+86,333
3491
$1.2M ﹤0.01%
+79,919
3492
$1.2M ﹤0.01%
+359,638
3493
$1.2M ﹤0.01%
+28,742
3494
$1.2M ﹤0.01%
+64,235
3495
$1.2M ﹤0.01%
+16,496
3496
$1.2M ﹤0.01%
+314,372
3497
$1.2M ﹤0.01%
+29,964
3498
$1.2M ﹤0.01%
+82,027
3499
$1.2M ﹤0.01%
+6,982
3500
$1.19M ﹤0.01%
+127,895
138 139
140
141 142