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
4401
$361K ﹤0.01%
+16,806
4402
$360K ﹤0.01%
+43,001
4403
$360K ﹤0.01%
+23,431
4404
$360K ﹤0.01%
+67,155
4405
$359K ﹤0.01%
+21,295
4406
$356K ﹤0.01%
+169,787
4407
$355K ﹤0.01%
+1
4408
$354K ﹤0.01%
+13,060
4409
$354K ﹤0.01%
+26,895
4410
$354K ﹤0.01%
+77,116
4411
$353K ﹤0.01%
+5,671
4412
$352K ﹤0.01%
+68,512
4413
$351K ﹤0.01%
+23,120
4414
$351K ﹤0.01%
+6,821
4415
$349K ﹤0.01%
+13,148
4416
$349K ﹤0.01%
+14,452
4417
$348K ﹤0.01%
+40,843
4418
$348K ﹤0.01%
+24,596
4419
$347K ﹤0.01%
+7,827
4420
$346K ﹤0.01%
+10,033
4421
$346K ﹤0.01%
+62,068
4422
$346K ﹤0.01%
+97,453
4423
$345K ﹤0.01%
+111,680
4424
$344K ﹤0.01%
+14,641
4425
$344K ﹤0.01%
+13,890
175 176
177
178 179