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
4301
$415K ﹤0.01%
+62,099
4302
$414K ﹤0.01%
+20,515
4303
$413K ﹤0.01%
+28,246
4304
$412K ﹤0.01%
+9,909
4305
$411K ﹤0.01%
+21,454
4306
$410K ﹤0.01%
+29,223
4307
$410K ﹤0.01%
+63,713
4308
$410K ﹤0.01%
+25,619
4309
$410K ﹤0.01%
+23,379
4310
$409K ﹤0.01%
+14,898
4311
$409K ﹤0.01%
+34,357
4312
$409K ﹤0.01%
+15,046
4313
$408K ﹤0.01%
+17,644
4314
$406K ﹤0.01%
+10,633
4315
$406K ﹤0.01%
+21,334
4316
$406K ﹤0.01%
+10,753
4317
$405K ﹤0.01%
+17,833
4318
$405K ﹤0.01%
+26,079
4319
$405K ﹤0.01%
+10,181
4320
$404K ﹤0.01%
+15,582
4321
$404K ﹤0.01%
+57,738
4322
$403K ﹤0.01%
+3,158
4323
$403K ﹤0.01%
+7,595
4324
$402K ﹤0.01%
+16,140
4325
$401K ﹤0.01%
+41,276
171 172
173
174 175