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
3651
$999K ﹤0.01%
+37,954
3652
$998K ﹤0.01%
+39,400
3653
$991K ﹤0.01%
+62,762
3654
$991K ﹤0.01%
+25,153
3655
$989K ﹤0.01%
+116,247
3656
$985K ﹤0.01%
+181,033
3657
$982K ﹤0.01%
+46,552
3658
$982K ﹤0.01%
+48,238
3659
$980K ﹤0.01%
+66,642
3660
$979K ﹤0.01%
+41,106
3661
$977K ﹤0.01%
+97,099
3662
$976K ﹤0.01%
+48,166
3663
$976K ﹤0.01%
+67,015
3664
$976K ﹤0.01%
+79,980
3665
$975K ﹤0.01%
+55,633
3666
$975K ﹤0.01%
+54,577
3667
$973K ﹤0.01%
+45,031
3668
$973K ﹤0.01%
+243,153
3669
$965K ﹤0.01%
+70,836
3670
$964K ﹤0.01%
+39,185
3671
$959K ﹤0.01%
+25,914
3672
$959K ﹤0.01%
+117,861
3673
$958K ﹤0.01%
+69,615
3674
$958K ﹤0.01%
+13,936
3675
$958K ﹤0.01%
+40,000