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
4126
$534K ﹤0.01%
+12,510
4127
$531K ﹤0.01%
+10,997
4128
$530K ﹤0.01%
+22,848
4129
$530K ﹤0.01%
+77
4130
$529K ﹤0.01%
+29,204
4131
$529K ﹤0.01%
+494,799
4132
$526K ﹤0.01%
+15,878
4133
$524K ﹤0.01%
+70,289
4134
$524K ﹤0.01%
+40,366
4135
$524K ﹤0.01%
+38,292
4136
$523K ﹤0.01%
+40,294
4137
$523K ﹤0.01%
+103,451
4138
$523K ﹤0.01%
+30,457
4139
$523K ﹤0.01%
+210,679
4140
$522K ﹤0.01%
+39,368
4141
$522K ﹤0.01%
+16,829
4142
$521K ﹤0.01%
+29,476
4143
$521K ﹤0.01%
+9,878
4144
$521K ﹤0.01%
+71,449
4145
$521K ﹤0.01%
+10,878
4146
$521K ﹤0.01%
+18,404
4147
$520K ﹤0.01%
+10,861
4148
$519K ﹤0.01%
+17,752
4149
$518K ﹤0.01%
+57,568
4150
$518K ﹤0.01%
+25,152
164 165
166
167 168