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
3901
$725K ﹤0.01%
+12,079
3902
$725K ﹤0.01%
+159,727
3903
$725K ﹤0.01%
+39,482
3904
$722K ﹤0.01%
+119,224
3905
$719K ﹤0.01%
+15,467
3906
$718K ﹤0.01%
+333,714
3907
$716K ﹤0.01%
+57,566
3908
$715K ﹤0.01%
+25,141
3909
$715K ﹤0.01%
+17,232
3910
$713K ﹤0.01%
+50,594
3911
$712K ﹤0.01%
+41,899
3912
$710K ﹤0.01%
+14,606
3913
$709K ﹤0.01%
+1,980
3914
$709K ﹤0.01%
+51,725
3915
$708K ﹤0.01%
+46,032
3916
$707K ﹤0.01%
+46,393
3917
$705K ﹤0.01%
+47,288
3918
$704K ﹤0.01%
+11,983
3919
$703K ﹤0.01%
+67,354
3920
$701K ﹤0.01%
+14,210
3921
$701K ﹤0.01%
+49,836
3922
$701K ﹤0.01%
+53,333
3923
$699K ﹤0.01%
+83,891
3924
$697K ﹤0.01%
+113,607
3925
$697K ﹤0.01%
+20,911