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
3801
$814K ﹤0.01%
+28,085
3802
$814K ﹤0.01%
+86,540
3803
$814K ﹤0.01%
+35,811
3804
$812K ﹤0.01%
+29,351
3805
$812K ﹤0.01%
+59,379
3806
$812K ﹤0.01%
+54,511
3807
$809K ﹤0.01%
+72,273
3808
$809K ﹤0.01%
+154,667
3809
$809K ﹤0.01%
+18,803
3810
$808K ﹤0.01%
+60,240
3811
$806K ﹤0.01%
+11,275
3812
$806K ﹤0.01%
+48,894
3813
$803K ﹤0.01%
+37,329
3814
$803K ﹤0.01%
+48,810
3815
$801K ﹤0.01%
+33,639
3816
$801K ﹤0.01%
+25,539
3817
$800K ﹤0.01%
+23,245
3818
$799K ﹤0.01%
+25,351
3819
$798K ﹤0.01%
+22,833
3820
$798K ﹤0.01%
+98,667
3821
$798K ﹤0.01%
+34,193
3822
$796K ﹤0.01%
+55,017
3823
$794K ﹤0.01%
+29,160
3824
$794K ﹤0.01%
+69,165
3825
$793K ﹤0.01%
+25,316