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
3951
$678K ﹤0.01%
+15,774
3952
$677K ﹤0.01%
+109,396
3953
$674K ﹤0.01%
+48,383
3954
$674K ﹤0.01%
+1,756
3955
$674K ﹤0.01%
+81,532
3956
$672K ﹤0.01%
+12,404
3957
$671K ﹤0.01%
+68,778
3958
$671K ﹤0.01%
+237,395
3959
$670K ﹤0.01%
+11,894
3960
$669K ﹤0.01%
+24,961
3961
$668K ﹤0.01%
+45,047
3962
$668K ﹤0.01%
+62,279
3963
$667K ﹤0.01%
+97,897
3964
$667K ﹤0.01%
+65,301
3965
$666K ﹤0.01%
+25,608
3966
$666K ﹤0.01%
+23,328
3967
$665K ﹤0.01%
+3,035
3968
$664K ﹤0.01%
+25,193
3969
$664K ﹤0.01%
+51,833
3970
$663K ﹤0.01%
+331,147
3971
$662K ﹤0.01%
+64,570
3972
$659K ﹤0.01%
+14,604
3973
$657K ﹤0.01%
+43,754
3974
$656K ﹤0.01%
+32,978
3975
$655K ﹤0.01%
+81,996