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
4826
$167K ﹤0.01%
+16,289
4827
$165K ﹤0.01%
+26,770
4828
$165K ﹤0.01%
+10,145
4829
$165K ﹤0.01%
+26,446
4830
$165K ﹤0.01%
+14,981
4831
$163K ﹤0.01%
+24,131
4832
$163K ﹤0.01%
+43,629
4833
$163K ﹤0.01%
+10,817
4834
$163K ﹤0.01%
+71,385
4835
$162K ﹤0.01%
+1,664
4836
$162K ﹤0.01%
+28,735
4837
$162K ﹤0.01%
+36,649
4838
$161K ﹤0.01%
+11,251
4839
$159K ﹤0.01%
+2,172
4840
$159K ﹤0.01%
+27,517
4841
$159K ﹤0.01%
+1,158
4842
$158K ﹤0.01%
+30,723
4843
$158K ﹤0.01%
+18,115
4844
$158K ﹤0.01%
+2,007
4845
$158K ﹤0.01%
+1,214
4846
$158K ﹤0.01%
+27,479
4847
$157K ﹤0.01%
+45,783
4848
$157K ﹤0.01%
+21,337
4849
$157K ﹤0.01%
+22,668
4850
$157K ﹤0.01%
+17
192 193
194
195 196