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
3526
$1.15M ﹤0.01%
+172,797
3527
$1.15M ﹤0.01%
+24,207
3528
$1.15M ﹤0.01%
+57,957
3529
$1.15M ﹤0.01%
+62,674
3530
$1.15M ﹤0.01%
+44,015
3531
$1.15M ﹤0.01%
+22,577
3532
$1.15M ﹤0.01%
+205,337
3533
$1.15M ﹤0.01%
+281
3534
$1.15M ﹤0.01%
+3,622
3535
$1.14M ﹤0.01%
+79,777
3536
$1.14M ﹤0.01%
+22,422
3537
$1.14M ﹤0.01%
+22,231
3538
$1.14M ﹤0.01%
+95,141
3539
$1.14M ﹤0.01%
+60,389
3540
$1.13M ﹤0.01%
+39,504
3541
$1.13M ﹤0.01%
+105,410
3542
$1.13M ﹤0.01%
+128,157
3543
$1.13M ﹤0.01%
+46,322
3544
$1.13M ﹤0.01%
+77,486
3545
$1.13M ﹤0.01%
+41,650
3546
$1.13M ﹤0.01%
+21,710
3547
$1.13M ﹤0.01%
+158,647
3548
$1.13M ﹤0.01%
+16,642
3549
$1.13M ﹤0.01%
+72,544
3550
$1.13M ﹤0.01%
+115,896
140 141
142
143 144