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
3751
$871K ﹤0.01%
+26,878
3752
$871K ﹤0.01%
+23,636
3753
$869K ﹤0.01%
+14,443
3754
$867K ﹤0.01%
+53,064
3755
$867K ﹤0.01%
+16,423
3756
$866K ﹤0.01%
+64,799
3757
$866K ﹤0.01%
+128,775
3758
$865K ﹤0.01%
+59,000
3759
$862K ﹤0.01%
+60,450
3760
$862K ﹤0.01%
+15,404
3761
$861K ﹤0.01%
+17,486
3762
$861K ﹤0.01%
+63,862
3763
$860K ﹤0.01%
+48,119
3764
$860K ﹤0.01%
+25,038
3765
$859K ﹤0.01%
+7,635
3766
$855K ﹤0.01%
+102,170
3767
$854K ﹤0.01%
+22,647
3768
$852K ﹤0.01%
+40,993
3769
$852K ﹤0.01%
+8,439
3770
$851K ﹤0.01%
+166,594
3771
$851K ﹤0.01%
+233,227
3772
$850K ﹤0.01%
+12,870
3773
$850K ﹤0.01%
+24,161
3774
$850K ﹤0.01%
+62,819
3775
$850K ﹤0.01%
+42,970