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
4226
$460K ﹤0.01%
+58,832
4227
$459K ﹤0.01%
+42,330
4228
$458K ﹤0.01%
+14,156
4229
$458K ﹤0.01%
+23,364
4230
$458K ﹤0.01%
+16,312
4231
$457K ﹤0.01%
+162,006
4232
$457K ﹤0.01%
+68,270
4233
$457K ﹤0.01%
+5,623
4234
$456K ﹤0.01%
+29,017
4235
$456K ﹤0.01%
+31,988
4236
$455K ﹤0.01%
+91,708
4237
$455K ﹤0.01%
+12,057
4238
$454K ﹤0.01%
+17,461
4239
$454K ﹤0.01%
+19,073
4240
$454K ﹤0.01%
+20,218
4241
$454K ﹤0.01%
+1,936
4242
$453K ﹤0.01%
+21,907
4243
$451K ﹤0.01%
+41,019
4244
$451K ﹤0.01%
+45,632
4245
$450K ﹤0.01%
+29,272
4246
$449K ﹤0.01%
+7,733
4247
$446K ﹤0.01%
+7,939
4248
$446K ﹤0.01%
+32,518
4249
$444K ﹤0.01%
+24,382
4250
$443K ﹤0.01%
+22,009