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
3626
$1.03M ﹤0.01%
+51,878
3627
$1.03M ﹤0.01%
+53,812
3628
$1.02M ﹤0.01%
+39,725
3629
$1.02M ﹤0.01%
+76,360
3630
$1.02M ﹤0.01%
+67,307
3631
$1.02M ﹤0.01%
+30,336
3632
$1.02M ﹤0.01%
+80,076
3633
$1.02M ﹤0.01%
+100,153
3634
$1.02M ﹤0.01%
+121,991
3635
$1.02M ﹤0.01%
+40,619
3636
$1.01M ﹤0.01%
+16,513
3637
$1.01M ﹤0.01%
+135,777
3638
$1.01M ﹤0.01%
+29,799
3639
$1.01M ﹤0.01%
+41,821
3640
$1.01M ﹤0.01%
+86,163
3641
$1.01M ﹤0.01%
+17,880
3642
$1.01M ﹤0.01%
+83,567
3643
$1.01M ﹤0.01%
+20,313
3644
$1.01M ﹤0.01%
+24,069
3645
$1.01M ﹤0.01%
+23,214
3646
$1M ﹤0.01%
+50,659
3647
$1M ﹤0.01%
+49,988
3648
$1M ﹤0.01%
+30,358
3649
$999K ﹤0.01%
+67,234
3650
$999K ﹤0.01%
+220,225
144 145
146
147 148