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
4601
$257K ﹤0.01%
+29,281
4602
$257K ﹤0.01%
+8,348
4603
$256K ﹤0.01%
+52,463
4604
$256K ﹤0.01%
+11,416
4605
$255K ﹤0.01%
+16,374
4606
$255K ﹤0.01%
+15,647
4607
$255K ﹤0.01%
+6,655
4608
$254K ﹤0.01%
+4,071
4609
$254K ﹤0.01%
+212,002
4610
$253K ﹤0.01%
+23,331
4611
$253K ﹤0.01%
+12,007
4612
$253K ﹤0.01%
+10,534
4613
$253K ﹤0.01%
+11,730
4614
$253K ﹤0.01%
+23,786
4615
$251K ﹤0.01%
+6,266
4616
$251K ﹤0.01%
+61,811
4617
$251K ﹤0.01%
+18,832
4618
$250K ﹤0.01%
+56,493
4619
$250K ﹤0.01%
+30,844
4620
$250K ﹤0.01%
+80,278
4621
$249K ﹤0.01%
+40,605
4622
$249K ﹤0.01%
+53,385
4623
$248K ﹤0.01%
+3,377
4624
$248K ﹤0.01%
+67,645
4625
$246K ﹤0.01%
+10,518