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
4376
$374K ﹤0.01%
+23,024
4377
$374K ﹤0.01%
+5,429
4378
$374K ﹤0.01%
+13,312
4379
$373K ﹤0.01%
+25,683
4380
$373K ﹤0.01%
+3,517
4381
$372K ﹤0.01%
+56,378
4382
$372K ﹤0.01%
+26,413
4383
$372K ﹤0.01%
+10,892
4384
$371K ﹤0.01%
+349,040
4385
$370K ﹤0.01%
+29,748
4386
$369K ﹤0.01%
+17,910
4387
$369K ﹤0.01%
+6,624
4388
$369K ﹤0.01%
+31,660
4389
$367K ﹤0.01%
+14,031
4390
$367K ﹤0.01%
+20,390
4391
$367K ﹤0.01%
+95,635
4392
$366K ﹤0.01%
+41,982
4393
$366K ﹤0.01%
+32,060
4394
$365K ﹤0.01%
+18,872
4395
$365K ﹤0.01%
+64,974
4396
$365K ﹤0.01%
+30,927
4397
$363K ﹤0.01%
+78,744
4398
$363K ﹤0.01%
+15,000
4399
$362K ﹤0.01%
+5,928
4400
$361K ﹤0.01%
+10,592
174 175
176
177 178