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
3876
$741K ﹤0.01%
+35,003
3877
$741K ﹤0.01%
+67,981
3878
$741K ﹤0.01%
+31,660
3879
$741K ﹤0.01%
+221,207
3880
$740K ﹤0.01%
+73,672
3881
$739K ﹤0.01%
+76,816
3882
$737K ﹤0.01%
+19,860
3883
$737K ﹤0.01%
+71,276
3884
$737K ﹤0.01%
+36,052
3885
$736K ﹤0.01%
+53,113
3886
$735K ﹤0.01%
+59,668
3887
$735K ﹤0.01%
+506,973
3888
$735K ﹤0.01%
+99,760
3889
$734K ﹤0.01%
+64,497
3890
$733K ﹤0.01%
+16,065
3891
$733K ﹤0.01%
+4,127
3892
$731K ﹤0.01%
+58,828
3893
$731K ﹤0.01%
+24,344
3894
$731K ﹤0.01%
+120,748
3895
$731K ﹤0.01%
+22,011
3896
$730K ﹤0.01%
+156,025
3897
$730K ﹤0.01%
+56,760
3898
$730K ﹤0.01%
+37,028
3899
$729K ﹤0.01%
+44,130
3900
$726K ﹤0.01%
+47,123