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
4051
$596K ﹤0.01%
+36,451
4052
$596K ﹤0.01%
+8,187
4053
$595K ﹤0.01%
+11,577
4054
$595K ﹤0.01%
+40,691
4055
$593K ﹤0.01%
+53,890
4056
$593K ﹤0.01%
+29,730
4057
$592K ﹤0.01%
+35,520
4058
$592K ﹤0.01%
+34,298
4059
$591K ﹤0.01%
+45,886
4060
$591K ﹤0.01%
+10,294
4061
$589K ﹤0.01%
+7,619
4062
$589K ﹤0.01%
+16,638
4063
$589K ﹤0.01%
+16,965
4064
$588K ﹤0.01%
+43,512
4065
$588K ﹤0.01%
+49,743
4066
$586K ﹤0.01%
+20,240
4067
$584K ﹤0.01%
+28,013
4068
$583K ﹤0.01%
+34,823
4069
$583K ﹤0.01%
+42,553
4070
$583K ﹤0.01%
+295,870
4071
$580K ﹤0.01%
+65,685
4072
$579K ﹤0.01%
+38,872
4073
$578K ﹤0.01%
+18,827
4074
$577K ﹤0.01%
+11,987
4075
$577K ﹤0.01%
+16,617