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
4076
$575K ﹤0.01%
+1,963
4077
$574K ﹤0.01%
+46,583
4078
$572K ﹤0.01%
+28,095
4079
$572K ﹤0.01%
+46,707
4080
$572K ﹤0.01%
+41,034
4081
$571K ﹤0.01%
+35,057
4082
$570K ﹤0.01%
+4,055
4083
$569K ﹤0.01%
+60,539
4084
$569K ﹤0.01%
+41,841
4085
$567K ﹤0.01%
+76,972
4086
$565K ﹤0.01%
+20,871
4087
$565K ﹤0.01%
+59,517
4088
$565K ﹤0.01%
+119,537
4089
$564K ﹤0.01%
+13,846
4090
$563K ﹤0.01%
+28,719
4091
$563K ﹤0.01%
+36,574
4092
$560K ﹤0.01%
+7,898
4093
$559K ﹤0.01%
+38,226
4094
$558K ﹤0.01%
+16,291
4095
$558K ﹤0.01%
+95,534
4096
$558K ﹤0.01%
+124,700
4097
$557K ﹤0.01%
+21,995
4098
$557K ﹤0.01%
+27,333
4099
$557K ﹤0.01%
+40,714
4100
$555K ﹤0.01%
+90,160