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
4101
$555K ﹤0.01%
+18,604
4102
$554K ﹤0.01%
+25,718
4103
$554K ﹤0.01%
+31,388
4104
$553K ﹤0.01%
+17,634
4105
$552K ﹤0.01%
+10,551
4106
$552K ﹤0.01%
+60
4107
$552K ﹤0.01%
+86,409
4108
$550K ﹤0.01%
+39,491
4109
$550K ﹤0.01%
+51,191
4110
$548K ﹤0.01%
+137,060
4111
$545K ﹤0.01%
+46,422
4112
$545K ﹤0.01%
+70,491
4113
$545K ﹤0.01%
+38,560
4114
$544K ﹤0.01%
+46,212
4115
$544K ﹤0.01%
+21,039
4116
$544K ﹤0.01%
+57,951
4117
$543K ﹤0.01%
+41,410
4118
$543K ﹤0.01%
+30,452
4119
$542K ﹤0.01%
+22,172
4120
$541K ﹤0.01%
+45,630
4121
$540K ﹤0.01%
+14,422
4122
$538K ﹤0.01%
+149,082
4123
$537K ﹤0.01%
+10,893
4124
$535K ﹤0.01%
+38,292
4125
$535K ﹤0.01%
+1,924