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
4551
$279K ﹤0.01%
+58,776
4552
$279K ﹤0.01%
+20,839
4553
$279K ﹤0.01%
+4,773
4554
$278K ﹤0.01%
+179,327
4555
$277K ﹤0.01%
+1,662
4556
$277K ﹤0.01%
+8,963
4557
$277K ﹤0.01%
+9,242
4558
$276K ﹤0.01%
+28,924
4559
$275K ﹤0.01%
+10,848
4560
$274K ﹤0.01%
+10,901
4561
$274K ﹤0.01%
+44,619
4562
$273K ﹤0.01%
+6,038
4563
$273K ﹤0.01%
+1,085
4564
$273K ﹤0.01%
+25,341
4565
$272K ﹤0.01%
+20,601
4566
$272K ﹤0.01%
+57,051
4567
$272K ﹤0.01%
+7,656
4568
$271K ﹤0.01%
+22,162
4569
$271K ﹤0.01%
+19,473
4570
$270K ﹤0.01%
+848
4571
$270K ﹤0.01%
+28,760
4572
$270K ﹤0.01%
+5,565
4573
$269K ﹤0.01%
+30,968
4574
$268K ﹤0.01%
+56,610
4575
$267K ﹤0.01%
+20,497
181 182
183
184 185