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
4026
$619K ﹤0.01%
+8,978
4027
$619K ﹤0.01%
+11,597
4028
$619K ﹤0.01%
+42,794
4029
$618K ﹤0.01%
+38,985
4030
$617K ﹤0.01%
+24,195
4031
$615K ﹤0.01%
+41,580
4032
$615K ﹤0.01%
+20,642
4033
$613K ﹤0.01%
+136,787
4034
$612K ﹤0.01%
+462
4035
$611K ﹤0.01%
+41,363
4036
$611K ﹤0.01%
+55,800
4037
$609K ﹤0.01%
+152,196
4038
$609K ﹤0.01%
+82,565
4039
$607K ﹤0.01%
+25,448
4040
$607K ﹤0.01%
+21,918
4041
$606K ﹤0.01%
+36,027
4042
$606K ﹤0.01%
+110,873
4043
$603K ﹤0.01%
+73,190
4044
$602K ﹤0.01%
+21,910
4045
$602K ﹤0.01%
+39,376
4046
$602K ﹤0.01%
+20,297
4047
$601K ﹤0.01%
+91,838
4048
$601K ﹤0.01%
+35,250
4049
$600K ﹤0.01%
+52,996
4050
$597K ﹤0.01%
+35,734