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
4776
$190K ﹤0.01%
+13,900
4777
$189K ﹤0.01%
+8,149
4778
$188K ﹤0.01%
+20,868
4779
$188K ﹤0.01%
+14,949
4780
$188K ﹤0.01%
+21,401
4781
$187K ﹤0.01%
+11,737
4782
$186K ﹤0.01%
+19,013
4783
$186K ﹤0.01%
+11,121
4784
$186K ﹤0.01%
+11,191
4785
$186K ﹤0.01%
+113,967
4786
$186K ﹤0.01%
+12,481
4787
$185K ﹤0.01%
+9,045
4788
$183K ﹤0.01%
+4,654
4789
$183K ﹤0.01%
+13,297
4790
$182K ﹤0.01%
+10,094
4791
$182K ﹤0.01%
+1,368
4792
$181K ﹤0.01%
+2,441
4793
$181K ﹤0.01%
+12,873
4794
$181K ﹤0.01%
+10,347
4795
$181K ﹤0.01%
+26,843
4796
$180K ﹤0.01%
+26,505
4797
$180K ﹤0.01%
+12,417
4798
$179K ﹤0.01%
+48,025
4799
$179K ﹤0.01%
+30,314
4800
$179K ﹤0.01%
+13,983
190 191
192
193 194