Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
+$6.86B
2
+$2.98B
3
+$2.41B
4
MSFT icon
Microsoft
MSFT
+$1.79B
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.97%
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
2501
$3.94M ﹤0.01%
+146,719
2502
$3.92M ﹤0.01%
+283,041
2503
$3.91M ﹤0.01%
+27,899
2504
$3.91M ﹤0.01%
+918,866
2505
$3.91M ﹤0.01%
+125,195
2506
$3.9M ﹤0.01%
+89,780
2507
$3.9M ﹤0.01%
+78,791
2508
$3.89M ﹤0.01%
+404,053
2509
$3.88M ﹤0.01%
+284,750
2510
$3.88M ﹤0.01%
+143,640
2511
$3.87M ﹤0.01%
+94,101
2512
$3.86M ﹤0.01%
+107,444
2513
$3.86M ﹤0.01%
+7,326
2514
$3.85M ﹤0.01%
+164,234
2515
$3.85M ﹤0.01%
+74,572
2516
$3.85M ﹤0.01%
+517,585
2517
$3.84M ﹤0.01%
+101,701
2518
$3.83M ﹤0.01%
+168,401
2519
$3.83M ﹤0.01%
+93,794
2520
$3.82M ﹤0.01%
+83,740
2521
$3.82M ﹤0.01%
+48,908
2522
$3.81M ﹤0.01%
+905,806
2523
$3.81M ﹤0.01%
+32,838
2524
$3.81M ﹤0.01%
+139,484
2525
$3.81M ﹤0.01%
+239,856
99 100
101
102 103