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
3826
$792K ﹤0.01%
+61,042
3827
$792K ﹤0.01%
+3,360
3828
$789K ﹤0.01%
+39,450
3829
$787K ﹤0.01%
+15,631
3830
$786K ﹤0.01%
+54,926
3831
$786K ﹤0.01%
+89,300
3832
$785K ﹤0.01%
+35,892
3833
$784K ﹤0.01%
+244,646
3834
$783K ﹤0.01%
+53,215
3835
$782K ﹤0.01%
+48,898
3836
$781K ﹤0.01%
+15,378
3837
$781K ﹤0.01%
+31,881
3838
$781K ﹤0.01%
+45,180
3839
$779K ﹤0.01%
+59,917
3840
$778K ﹤0.01%
+43,949
3841
$777K ﹤0.01%
+24,435
3842
$774K ﹤0.01%
+267,051
3843
$773K ﹤0.01%
+43,678
3844
$773K ﹤0.01%
+63,868
3845
$773K ﹤0.01%
+52,564
3846
$771K ﹤0.01%
+32,313
3847
$770K ﹤0.01%
+63,205
3848
$769K ﹤0.01%
+31,220
3849
$765K ﹤0.01%
+118,428
3850
$765K ﹤0.01%
+32,165