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
4001
$637K ﹤0.01%
+45,757
4002
$636K ﹤0.01%
+3,238
4003
$636K ﹤0.01%
+6,680
4004
$636K ﹤0.01%
+39,562
4005
$636K ﹤0.01%
+38,770
4006
$635K ﹤0.01%
+25,029
4007
$633K ﹤0.01%
+13,702
4008
$633K ﹤0.01%
+28,608
4009
$632K ﹤0.01%
+29,650
4010
$632K ﹤0.01%
+12,724
4011
$632K ﹤0.01%
+29,274
4012
$630K ﹤0.01%
+17,513
4013
$630K ﹤0.01%
+83,698
4014
$628K ﹤0.01%
+48,743
4015
$628K ﹤0.01%
+40,632
4016
$628K ﹤0.01%
+10,000
4017
$626K ﹤0.01%
+63,591
4018
$626K ﹤0.01%
+44,492
4019
$625K ﹤0.01%
+23,793
4020
$624K ﹤0.01%
+37,653
4021
$623K ﹤0.01%
+15,611
4022
$622K ﹤0.01%
+71,025
4023
$621K ﹤0.01%
+48,937
4024
$620K ﹤0.01%
+18,084
4025
$620K ﹤0.01%
+44,313