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
4851
$157K ﹤0.01%
+12,720
4852
$156K ﹤0.01%
+37,700
4853
$156K ﹤0.01%
+20,696
4854
$156K ﹤0.01%
+19,051
4855
$156K ﹤0.01%
+16,582
4856
$156K ﹤0.01%
+113,810
4857
$155K ﹤0.01%
+10,237
4858
$155K ﹤0.01%
+38,650
4859
$155K ﹤0.01%
+27,197
4860
$154K ﹤0.01%
+11,009
4861
$154K ﹤0.01%
+15,315
4862
$153K ﹤0.01%
+25,558
4863
$153K ﹤0.01%
+10,158
4864
$152K ﹤0.01%
+16,176
4865
$151K ﹤0.01%
+19,761
4866
$151K ﹤0.01%
+18,161
4867
$150K ﹤0.01%
+69,605
4868
$150K ﹤0.01%
+7,935
4869
$150K ﹤0.01%
+4
4870
$149K ﹤0.01%
+265,475
4871
$149K ﹤0.01%
+24,921
4872
$149K ﹤0.01%
+56,476
4873
$148K ﹤0.01%
+89,844
4874
$147K ﹤0.01%
+16,385
4875
$147K ﹤0.01%
+13,942
193 194
195
196 197