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
4526
$294K ﹤0.01%
+22,743
4527
$293K ﹤0.01%
+18,885
4528
$293K ﹤0.01%
+22,474
4529
$292K ﹤0.01%
+8,470
4530
$292K ﹤0.01%
+16,953
4531
$291K ﹤0.01%
+9,485
4532
$291K ﹤0.01%
+13,780
4533
$291K ﹤0.01%
+24,755
4534
$289K ﹤0.01%
+19,164
4535
$289K ﹤0.01%
+14,766
4536
$288K ﹤0.01%
+20,988
4537
$285K ﹤0.01%
+6,959
4538
$285K ﹤0.01%
+17,744
4539
$285K ﹤0.01%
+131,489
4540
$284K ﹤0.01%
+41,500
4541
$284K ﹤0.01%
+21,038
4542
$284K ﹤0.01%
+65,814
4543
$283K ﹤0.01%
+4,800
4544
$283K ﹤0.01%
+6,528
4545
$282K ﹤0.01%
+746
4546
$282K ﹤0.01%
+13,024
4547
$281K ﹤0.01%
+5,189
4548
$281K ﹤0.01%
+12,414
4549
$281K ﹤0.01%
+12,454
4550
$280K ﹤0.01%
+62,880