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
4876
$147K ﹤0.01%
+6,895
4877
$147K ﹤0.01%
+2,875
4878
$146K ﹤0.01%
+29,041
4879
$145K ﹤0.01%
+20,404
4880
$144K ﹤0.01%
+19,835
4881
$144K ﹤0.01%
+29,040
4882
$142K ﹤0.01%
+63,896
4883
$142K ﹤0.01%
+5,744
4884
$142K ﹤0.01%
+21,600
4885
$141K ﹤0.01%
+18,227
4886
$140K ﹤0.01%
+21,006
4887
$139K ﹤0.01%
+12,163
4888
$139K ﹤0.01%
+19,586
4889
$139K ﹤0.01%
+16,738
4890
$138K ﹤0.01%
+915
4891
$137K ﹤0.01%
+38,514
4892
$137K ﹤0.01%
+14,675
4893
$136K ﹤0.01%
+54,081
4894
$136K ﹤0.01%
+2,118
4895
$136K ﹤0.01%
+11,000
4896
$136K ﹤0.01%
+10,522
4897
$136K ﹤0.01%
+11,208
4898
$135K ﹤0.01%
+13,662
4899
$135K ﹤0.01%
+12,595
4900
$134K ﹤0.01%
+36,942