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
3776
$849K ﹤0.01%
+93,178
3777
$848K ﹤0.01%
+83,657
3778
$848K ﹤0.01%
+56,556
3779
$847K ﹤0.01%
+24,702
3780
$845K ﹤0.01%
+39,957
3781
$844K ﹤0.01%
+30,992
3782
$844K ﹤0.01%
+245,916
3783
$843K ﹤0.01%
+62,860
3784
$842K ﹤0.01%
+18,983
3785
$842K ﹤0.01%
+29,755
3786
$841K ﹤0.01%
+107,012
3787
$840K ﹤0.01%
+56,417
3788
$839K ﹤0.01%
+52,562
3789
$839K ﹤0.01%
+27,603
3790
$839K ﹤0.01%
+59,193
3791
$837K ﹤0.01%
+24,120
3792
$837K ﹤0.01%
+13,680
3793
$835K ﹤0.01%
+22,563
3794
$834K ﹤0.01%
+208,513
3795
$827K ﹤0.01%
+58,703
3796
$823K ﹤0.01%
+73,115
3797
$822K ﹤0.01%
+88,031
3798
$820K ﹤0.01%
+52,146
3799
$820K ﹤0.01%
+36,379
3800
$816K ﹤0.01%
+18,643