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
3676
$955K ﹤0.01%
+183,444
3677
$952K ﹤0.01%
+18,719
3678
$951K ﹤0.01%
+222,922
3679
$951K ﹤0.01%
+8,971
3680
$950K ﹤0.01%
+13,199
3681
$945K ﹤0.01%
+692,427
3682
$944K ﹤0.01%
+37,540
3683
$943K ﹤0.01%
+187,044
3684
$943K ﹤0.01%
+73,997
3685
$943K ﹤0.01%
+25,543
3686
$940K ﹤0.01%
+37,115
3687
$939K ﹤0.01%
+44,157
3688
$938K ﹤0.01%
+20,509
3689
$938K ﹤0.01%
+30,249
3690
$937K ﹤0.01%
+68,082
3691
$936K ﹤0.01%
+58,831
3692
$934K ﹤0.01%
+19,332
3693
$934K ﹤0.01%
+72,036
3694
$933K ﹤0.01%
+56,820
3695
$932K ﹤0.01%
+66,349
3696
$932K ﹤0.01%
+69,668
3697
$932K ﹤0.01%
+38,505
3698
$931K ﹤0.01%
+81,884
3699
$931K ﹤0.01%
+30,698
3700
$930K ﹤0.01%
+236,528