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
4751
$200K ﹤0.01%
+11,270
4752
$200K ﹤0.01%
+15,136
4753
$199K ﹤0.01%
+49,338
4754
$199K ﹤0.01%
+57,513
4755
$198K ﹤0.01%
+47,189
4756
$197K ﹤0.01%
+14,427
4757
$197K ﹤0.01%
+10,227
4758
$196K ﹤0.01%
+18,268
4759
$196K ﹤0.01%
+22,657
4760
$196K ﹤0.01%
+104,693
4761
$196K ﹤0.01%
+14,282
4762
$195K ﹤0.01%
+10,641
4763
$194K ﹤0.01%
+15,888
4764
$194K ﹤0.01%
+45,000
4765
$194K ﹤0.01%
+17,440
4766
$194K ﹤0.01%
+108,133
4767
$193K ﹤0.01%
+26,610
4768
$193K ﹤0.01%
+11,898
4769
$192K ﹤0.01%
+9
4770
$192K ﹤0.01%
+53,793
4771
$192K ﹤0.01%
+14,669
4772
$191K ﹤0.01%
+13,949
4773
$191K ﹤0.01%
+13,114
4774
$190K ﹤0.01%
+17,328
4775
$190K ﹤0.01%
+12,003
189 190
191
192 193