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
3926
$697K ﹤0.01%
+59,990
3927
$696K ﹤0.01%
+62,978
3928
$696K ﹤0.01%
+187,445
3929
$696K ﹤0.01%
+20,268
3930
$695K ﹤0.01%
+13,697
3931
$695K ﹤0.01%
+16,188
3932
$695K ﹤0.01%
+109,562
3933
$694K ﹤0.01%
+4,614
3934
$692K ﹤0.01%
+17,496
3935
$691K ﹤0.01%
+45,679
3936
$690K ﹤0.01%
+18,717
3937
$690K ﹤0.01%
+33,837
3938
$689K ﹤0.01%
+179,363
3939
$689K ﹤0.01%
+52,840
3940
$688K ﹤0.01%
+26,465
3941
$685K ﹤0.01%
+44,217
3942
$684K ﹤0.01%
+52,344
3943
$683K ﹤0.01%
+22,783
3944
$682K ﹤0.01%
+78,535
3945
$681K ﹤0.01%
+30,271
3946
$680K ﹤0.01%
+25,168
3947
$680K ﹤0.01%
+12,412
3948
$680K ﹤0.01%
+29,585
3949
$679K ﹤0.01%
+22,743
3950
$678K ﹤0.01%
+66,798
156 157
158
159 160