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
4351
$388K ﹤0.01%
+41,515
4352
$388K ﹤0.01%
+54,821
4353
$388K ﹤0.01%
+22,913
4354
$387K ﹤0.01%
+10,108
4355
$387K ﹤0.01%
+51,662
4356
$386K ﹤0.01%
+30,193
4357
$386K ﹤0.01%
+23,895
4358
$384K ﹤0.01%
+41,094
4359
$384K ﹤0.01%
+4,824
4360
$383K ﹤0.01%
+16,691
4361
$382K ﹤0.01%
+21,979
4362
$382K ﹤0.01%
+28,817
4363
$382K ﹤0.01%
+84,939
4364
$382K ﹤0.01%
+26,250
4365
$380K ﹤0.01%
+37,155
4366
$380K ﹤0.01%
+35,002
4367
$380K ﹤0.01%
+22,250
4368
$380K ﹤0.01%
+19,905
4369
$379K ﹤0.01%
+28,947
4370
$379K ﹤0.01%
+26,780
4371
$377K ﹤0.01%
+10,269
4372
$376K ﹤0.01%
+62,786
4373
$376K ﹤0.01%
+20,384
4374
$375K ﹤0.01%
+25,052
4375
$375K ﹤0.01%
+292,698
173 174
175
176 177