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
4476
$317K ﹤0.01%
+51,880
4477
$317K ﹤0.01%
+15,151
4478
$317K ﹤0.01%
+19,666
4479
$316K ﹤0.01%
+55,895
4480
$316K ﹤0.01%
+17,536
4481
$315K ﹤0.01%
+28,524
4482
$315K ﹤0.01%
+10,537
4483
$314K ﹤0.01%
+20,898
4484
$313K ﹤0.01%
+8,563
4485
$313K ﹤0.01%
+20,112
4486
$313K ﹤0.01%
+8,122
4487
$312K ﹤0.01%
+29,745
4488
$312K ﹤0.01%
+57,331
4489
$312K ﹤0.01%
+83,810
4490
$311K ﹤0.01%
+11,508
4491
$311K ﹤0.01%
+11,028
4492
$311K ﹤0.01%
+21,577
4493
$310K ﹤0.01%
+37,288
4494
$310K ﹤0.01%
+6,058
4495
$309K ﹤0.01%
+16,022
4496
$309K ﹤0.01%
+20,865
4497
$308K ﹤0.01%
+78,216
4498
$307K ﹤0.01%
+27,944
4499
$306K ﹤0.01%
+10,357
4500
$306K ﹤0.01%
+12,722