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
4651
$236K ﹤0.01%
+341,760
4652
$236K ﹤0.01%
+5,238
4653
$236K ﹤0.01%
+3,486
4654
$235K ﹤0.01%
+102,103
4655
$235K ﹤0.01%
+28,081
4656
$234K ﹤0.01%
+5,609
4657
$234K ﹤0.01%
+26,848
4658
$233K ﹤0.01%
+4,753
4659
$233K ﹤0.01%
+19,096
4660
$233K ﹤0.01%
+20,326
4661
$233K ﹤0.01%
+17,332
4662
$232K ﹤0.01%
+16,560
4663
$232K ﹤0.01%
+17,053
4664
$231K ﹤0.01%
+36,294
4665
$231K ﹤0.01%
+42,412
4666
$231K ﹤0.01%
+13,854
4667
$230K ﹤0.01%
+8,043
4668
$230K ﹤0.01%
+21,901
4669
$229K ﹤0.01%
+83,042
4670
$228K ﹤0.01%
+13,534
4671
$228K ﹤0.01%
+1,597
4672
$228K ﹤0.01%
+81,702
4673
$228K ﹤0.01%
+22,824
4674
$228K ﹤0.01%
+17,436
4675
$227K ﹤0.01%
+54,452
185 186
187
188 189