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
3726
$901K ﹤0.01%
+272,071
3727
$899K ﹤0.01%
+64,375
3728
$898K ﹤0.01%
+18,038
3729
$897K ﹤0.01%
+43,236
3730
$895K ﹤0.01%
+146,522
3731
$894K ﹤0.01%
+26,180
3732
$893K ﹤0.01%
+30,942
3733
$893K ﹤0.01%
+44,673
3734
$892K ﹤0.01%
+32,943
3735
$889K ﹤0.01%
+35,849
3736
$888K ﹤0.01%
+37,520
3737
$887K ﹤0.01%
+17,181
3738
$886K ﹤0.01%
+67,923
3739
$884K ﹤0.01%
+35,700
3740
$884K ﹤0.01%
+57,414
3741
$883K ﹤0.01%
+107,184
3742
$882K ﹤0.01%
+12,140
3743
$875K ﹤0.01%
+61,557
3744
$875K ﹤0.01%
+28,773
3745
$875K ﹤0.01%
+105,387
3746
$874K ﹤0.01%
+25,982
3747
$874K ﹤0.01%
+87,978
3748
$873K ﹤0.01%
+140,625
3749
$873K ﹤0.01%
+81,010
3750
$872K ﹤0.01%
+74,809
148 149
150
151 152