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
3551
$1.13M ﹤0.01%
+85,613
3552
$1.13M ﹤0.01%
+32,195
3553
$1.13M ﹤0.01%
+233,871
3554
$1.12M ﹤0.01%
+156,911
3555
$1.12M ﹤0.01%
+89,491
3556
$1.12M ﹤0.01%
+25,931
3557
$1.12M ﹤0.01%
+92
3558
$1.12M ﹤0.01%
+33,095
3559
$1.12M ﹤0.01%
+62,424
3560
$1.11M ﹤0.01%
+87,626
3561
$1.11M ﹤0.01%
+56,219
3562
$1.11M ﹤0.01%
+50,498
3563
$1.11M ﹤0.01%
+217,198
3564
$1.11M ﹤0.01%
+27,621
3565
$1.11M ﹤0.01%
+47,114
3566
$1.11M ﹤0.01%
+71,590
3567
$1.11M ﹤0.01%
+307,359
3568
$1.1M ﹤0.01%
+184,375
3569
$1.1M ﹤0.01%
+59,031
3570
$1.1M ﹤0.01%
+44,247
3571
$1.1M ﹤0.01%
+158,906
3572
$1.09M ﹤0.01%
+111,203
3573
$1.09M ﹤0.01%
+113,626
3574
$1.09M ﹤0.01%
+55,442
3575
$1.09M ﹤0.01%
+67,046
141 142
143
144 145