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
4701
$218K ﹤0.01%
+6,482
4702
$218K ﹤0.01%
+70,196
4703
$218K ﹤0.01%
+15,294
4704
$218K ﹤0.01%
+15,236
4705
$218K ﹤0.01%
+15,904
4706
$217K ﹤0.01%
+51,666
4707
$217K ﹤0.01%
+35,438
4708
$217K ﹤0.01%
+104,461
4709
$217K ﹤0.01%
+30,953
4710
$216K ﹤0.01%
+15,774
4711
$215K ﹤0.01%
+12,642
4712
$215K ﹤0.01%
+10,602
4713
$215K ﹤0.01%
+10,975
4714
$214K ﹤0.01%
+11,687
4715
$214K ﹤0.01%
+26,965
4716
$214K ﹤0.01%
+21,464
4717
$214K ﹤0.01%
+5,057
4718
$214K ﹤0.01%
+20,676
4719
$214K ﹤0.01%
+25,209
4720
$213K ﹤0.01%
+27,847
4721
$212K ﹤0.01%
+8,400
4722
$212K ﹤0.01%
+13,788
4723
$212K ﹤0.01%
+10,363
4724
$211K ﹤0.01%
+8,478
4725
$211K ﹤0.01%
+32,980