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
4576
$267K ﹤0.01%
+3,574
4577
$267K ﹤0.01%
+154,397
4578
$266K ﹤0.01%
+225,426
4579
$264K ﹤0.01%
+19,483
4580
$264K ﹤0.01%
+52,057
4581
$264K ﹤0.01%
+6,963
4582
$264K ﹤0.01%
+1,739
4583
$263K ﹤0.01%
+9,994
4584
$262K ﹤0.01%
+15,227
4585
$262K ﹤0.01%
+11,478
4586
$262K ﹤0.01%
+10,251
4587
$262K ﹤0.01%
+13,079
4588
$261K ﹤0.01%
+1,947
4589
$261K ﹤0.01%
+44,295
4590
$261K ﹤0.01%
+34,474
4591
$260K ﹤0.01%
+58,402
4592
$260K ﹤0.01%
+80,910
4593
$260K ﹤0.01%
+28,173
4594
$259K ﹤0.01%
+12,347
4595
$258K ﹤0.01%
+13,521
4596
$258K ﹤0.01%
+5,805
4597
$257K ﹤0.01%
+18,309
4598
$257K ﹤0.01%
+51,381
4599
$257K ﹤0.01%
+2,259
4600
$257K ﹤0.01%
+14,570
182 183
184
185 186