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
3851
$765K ﹤0.01%
+11,860
3852
$765K ﹤0.01%
+55,516
3853
$764K ﹤0.01%
+133,209
3854
$764K ﹤0.01%
+95,441
3855
$760K ﹤0.01%
+4,349
3856
$760K ﹤0.01%
+26,665
3857
$759K ﹤0.01%
+27,551
3858
$759K ﹤0.01%
+19,006
3859
$758K ﹤0.01%
+80,323
3860
$755K ﹤0.01%
+12,692
3861
$755K ﹤0.01%
+69,143
3862
$754K ﹤0.01%
+44,710
3863
$754K ﹤0.01%
+9,526
3864
$753K ﹤0.01%
+6,681
3865
$751K ﹤0.01%
+55,796
3866
$751K ﹤0.01%
+22,842
3867
$751K ﹤0.01%
+60,107
3868
$749K ﹤0.01%
+177,249
3869
$747K ﹤0.01%
+3,413
3870
$747K ﹤0.01%
+32,526
3871
$746K ﹤0.01%
+65,136
3872
$746K ﹤0.01%
+73,317
3873
$746K ﹤0.01%
+23,160
3874
$743K ﹤0.01%
+25,092
3875
$742K ﹤0.01%
+108,725