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
4151
$518K ﹤0.01%
+16,921
4152
$518K ﹤0.01%
+44,825
4153
$518K ﹤0.01%
+14,851
4154
$515K ﹤0.01%
+6,212
4155
$515K ﹤0.01%
+26,719
4156
$514K ﹤0.01%
+54,543
4157
$510K ﹤0.01%
+26,483
4158
$509K ﹤0.01%
+106,565
4159
$509K ﹤0.01%
+29,278
4160
$509K ﹤0.01%
+48,506
4161
$509K ﹤0.01%
+12,612
4162
$506K ﹤0.01%
+46,024
4163
$506K ﹤0.01%
+38,004
4164
$505K ﹤0.01%
+91,386
4165
$503K ﹤0.01%
+19,192
4166
$502K ﹤0.01%
+14,980
4167
$502K ﹤0.01%
+121,691
4168
$502K ﹤0.01%
+18,530
4169
$500K ﹤0.01%
+44,292
4170
$500K ﹤0.01%
+24,336
4171
$500K ﹤0.01%
+48,502
4172
$499K ﹤0.01%
+28,503
4173
$498K ﹤0.01%
+148
4174
$498K ﹤0.01%
+33,243
4175
$497K ﹤0.01%
+30,244