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
4276
$429K ﹤0.01%
+223,389
4277
$429K ﹤0.01%
+262,655
4278
$428K ﹤0.01%
+8,486
4279
$428K ﹤0.01%
+26,727
4280
$428K ﹤0.01%
+21,725
4281
$427K ﹤0.01%
+12,058
4282
$427K ﹤0.01%
+11,154
4283
$427K ﹤0.01%
+31,385
4284
$426K ﹤0.01%
+30,943
4285
$426K ﹤0.01%
+13,467
4286
$425K ﹤0.01%
+64,575
4287
$425K ﹤0.01%
+67,672
4288
$425K ﹤0.01%
+28,415
4289
$424K ﹤0.01%
+56,559
4290
$424K ﹤0.01%
+1,646
4291
$424K ﹤0.01%
+19,210
4292
$422K ﹤0.01%
+55,681
4293
$422K ﹤0.01%
+40,924
4294
$421K ﹤0.01%
+15,717
4295
$421K ﹤0.01%
+20,000
4296
$420K ﹤0.01%
+43,725
4297
$419K ﹤0.01%
+28,505
4298
$418K ﹤0.01%
+56,828
4299
$416K ﹤0.01%
+27,953
4300
$416K ﹤0.01%
+5,848