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
4451
$330K ﹤0.01%
+23,988
4452
$330K ﹤0.01%
+23,014
4453
$329K ﹤0.01%
+24,760
4454
$329K ﹤0.01%
+10,425
4455
$328K ﹤0.01%
+5,848
4456
$327K ﹤0.01%
+20,887
4457
$327K ﹤0.01%
+12,404
4458
$327K ﹤0.01%
+24,385
4459
$327K ﹤0.01%
+15,504
4460
$327K ﹤0.01%
+42,703
4461
$326K ﹤0.01%
+23,060
4462
$326K ﹤0.01%
+28,569
4463
$326K ﹤0.01%
+7,800
4464
$326K ﹤0.01%
+2,944
4465
$322K ﹤0.01%
+16,265
4466
$322K ﹤0.01%
+8,066
4467
$322K ﹤0.01%
+18,587
4468
$321K ﹤0.01%
+13,053
4469
$321K ﹤0.01%
+4,435
4470
$320K ﹤0.01%
+10,233
4471
$319K ﹤0.01%
+952
4472
$319K ﹤0.01%
+13,340
4473
$319K ﹤0.01%
+18,379
4474
$319K ﹤0.01%
+11,110
4475
$318K ﹤0.01%
+7,890
177 178
179
180 181