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
3501
$1.19M ﹤0.01%
+6,282
3502
$1.19M ﹤0.01%
+48,453
3503
$1.19M ﹤0.01%
+30,088
3504
$1.19M ﹤0.01%
+188,108
3505
$1.19M ﹤0.01%
+86,712
3506
$1.19M ﹤0.01%
+19,004
3507
$1.18M ﹤0.01%
+38,428
3508
$1.18M ﹤0.01%
+45,238
3509
$1.18M ﹤0.01%
+183,660
3510
$1.18M ﹤0.01%
+88,645
3511
$1.18M ﹤0.01%
+32,058
3512
$1.18M ﹤0.01%
+106,984
3513
$1.18M ﹤0.01%
+182,648
3514
$1.17M ﹤0.01%
+98,616
3515
$1.17M ﹤0.01%
+43,010
3516
$1.17M ﹤0.01%
+194,157
3517
$1.17M ﹤0.01%
+48,710
3518
$1.17M ﹤0.01%
+295,937
3519
– –
0
3520
$1.16M ﹤0.01%
+93,320
3521
$1.16M ﹤0.01%
+105,650
3522
$1.16M ﹤0.01%
+105,010
3523
$1.16M ﹤0.01%
+45,260
3524
$1.15M ﹤0.01%
+23,035
3525
$1.15M ﹤0.01%
+27,129
139 140
141
142 143