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
4201
$480K ﹤0.01%
+22,023
4202
$480K ﹤0.01%
+83,603
4203
$480K ﹤0.01%
+122,126
4204
$479K ﹤0.01%
+281,549
4205
$477K ﹤0.01%
+11,066
4206
$476K ﹤0.01%
+33,876
4207
$474K ﹤0.01%
+44,550
4208
$474K ﹤0.01%
+11,482
4209
$473K ﹤0.01%
+59,804
4210
$472K ﹤0.01%
+25,549
4211
$472K ﹤0.01%
+54,882
4212
$471K ﹤0.01%
+9,432
4213
$470K ﹤0.01%
+82,695
4214
$468K ﹤0.01%
+22,051
4215
$467K ﹤0.01%
+10,265
4216
$466K ﹤0.01%
+369,382
4217
$465K ﹤0.01%
+18,084
4218
$465K ﹤0.01%
+257,030
4219
$464K ﹤0.01%
+14,075
4220
$464K ﹤0.01%
+29,749
4221
$464K ﹤0.01%
+27,315
4222
$463K ﹤0.01%
+8,002
4223
$461K ﹤0.01%
+12,991
4224
$460K ﹤0.01%
+6,569
4225
$460K ﹤0.01%
+28,208