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
4426
$344K ﹤0.01%
+14,605
4427
$343K ﹤0.01%
+29,664
4428
$343K ﹤0.01%
+8,901
4429
$343K ﹤0.01%
+20,270
4430
$342K ﹤0.01%
+19,874
4431
$341K ﹤0.01%
+24,521
4432
$339K ﹤0.01%
+160,631
4433
$339K ﹤0.01%
+40,682
4434
$339K ﹤0.01%
+36,345
4435
$339K ﹤0.01%
+38,033
4436
$339K ﹤0.01%
+36,306
4437
$339K ﹤0.01%
+3,470
4438
$338K ﹤0.01%
+22,929
4439
$338K ﹤0.01%
+36,652
4440
$338K ﹤0.01%
+27,523
4441
$337K ﹤0.01%
+43,623
4442
$336K ﹤0.01%
+18,471
4443
$334K ﹤0.01%
+198,929
4444
$334K ﹤0.01%
+144
4445
$334K ﹤0.01%
+14,808
4446
$333K ﹤0.01%
+106,722
4447
$331K ﹤0.01%
+17,617
4448
$330K ﹤0.01%
+47,185
4449
$330K ﹤0.01%
+24,462
4450
$330K ﹤0.01%
+49,238