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
3701
$929K ﹤0.01%
+81,485
3702
$927K ﹤0.01%
+28,902
3703
$927K ﹤0.01%
+74,904
3704
$926K ﹤0.01%
+50,357
3705
$923K ﹤0.01%
+53,075
3706
$922K ﹤0.01%
+36,494
3707
$922K ﹤0.01%
+26,281
3708
$921K ﹤0.01%
+60,800
3709
$921K ﹤0.01%
+46,056
3710
$921K ﹤0.01%
+24,334
3711
$919K ﹤0.01%
+286,407
3712
$918K ﹤0.01%
+53,639
3713
$916K ﹤0.01%
+27,144
3714
$914K ﹤0.01%
+52,573
3715
$911K ﹤0.01%
+53,352
3716
$911K ﹤0.01%
+98,439
3717
$911K ﹤0.01%
+35,093
3718
$910K ﹤0.01%
+71,124
3719
$910K ﹤0.01%
+71,677
3720
$909K ﹤0.01%
+32,095
3721
$908K ﹤0.01%
+35,897
3722
$907K ﹤0.01%
+34,965
3723
$905K ﹤0.01%
+46,556
3724
$903K ﹤0.01%
+40,534
3725
$901K ﹤0.01%
+70,379