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
3576
$1.09M ﹤0.01%
+178,018
3577
$1.09M ﹤0.01%
+10,941
3578
$1.09M ﹤0.01%
+72,432
3579
$1.09M ﹤0.01%
+81,476
3580
$1.08M ﹤0.01%
+55,690
3581
$1.08M ﹤0.01%
+93,900
3582
$1.08M ﹤0.01%
+34,983
3583
$1.08M ﹤0.01%
+60,420
3584
$1.08M ﹤0.01%
+14,263
3585
$1.08M ﹤0.01%
+73,157
3586
$1.08M ﹤0.01%
+31,802
3587
$1.08M ﹤0.01%
+153,388
3588
$1.08M ﹤0.01%
+183,950
3589
$1.08M ﹤0.01%
+58,542
3590
$1.08M ﹤0.01%
+60,799
3591
$1.08M ﹤0.01%
+47,957
3592
$1.08M ﹤0.01%
+37,921
3593
$1.07M ﹤0.01%
+31,434
3594
$1.07M ﹤0.01%
+12,743
3595
$1.07M ﹤0.01%
+65,720
3596
$1.07M ﹤0.01%
+81,081
3597
$1.07M ﹤0.01%
+36,778
3598
$1.06M ﹤0.01%
+121,923
3599
$1.06M ﹤0.01%
+42,727
3600
$1.06M ﹤0.01%
+252,279
142 143
144
145 146