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
3601
$1.06M ﹤0.01%
+45,221
3602
$1.06M ﹤0.01%
+76,320
3603
$1.06M ﹤0.01%
+66,996
3604
$1.06M ﹤0.01%
+27,424
3605
$1.06M ﹤0.01%
+152,607
3606
$1.06M ﹤0.01%
+60,927
3607
$1.05M ﹤0.01%
+156,096
3608
$1.05M ﹤0.01%
+479,525
3609
$1.05M ﹤0.01%
+104,469
3610
$1.05M ﹤0.01%
+30,490
3611
$1.05M ﹤0.01%
+111,299
3612
$1.05M ﹤0.01%
+77,716
3613
$1.04M ﹤0.01%
+49,627
3614
$1.04M ﹤0.01%
+119,143
3615
$1.04M ﹤0.01%
+69,783
3616
$1.04M ﹤0.01%
+23,865
3617
$1.04M ﹤0.01%
+147,176
3618
$1.04M ﹤0.01%
+51,820
3619
$1.04M ﹤0.01%
+231,220
3620
$1.03M ﹤0.01%
+18,782
3621
$1.03M ﹤0.01%
+101,776
3622
$1.03M ﹤0.01%
+208,192
3623
$1.03M ﹤0.01%
+36,899
3624
$1.03M ﹤0.01%
+60,331
3625
$1.03M ﹤0.01%
+53,812
143 144
145
146 147