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
2601
$3.48M ﹤0.01%
+184,393
2602
$3.48M ﹤0.01%
+265,392
2603
$3.48M ﹤0.01%
+200,457
2604
$3.48M ﹤0.01%
+224,550
2605
$3.47M ﹤0.01%
+144,994
2606
$3.47M ﹤0.01%
+53,654
2607
$3.46M ﹤0.01%
+142,203
2608
$3.46M ﹤0.01%
+86,670
2609
$3.46M ﹤0.01%
+128,986
2610
$3.46M ﹤0.01%
+79,447
2611
$3.46M ﹤0.01%
+246,790
2612
$3.46M ﹤0.01%
+34,037
2613
$3.46M ﹤0.01%
+255,646
2614
$3.45M ﹤0.01%
+77,658
2615
$3.45M ﹤0.01%
+365,925
2616
$3.44M ﹤0.01%
+100,248
2617
$3.44M ﹤0.01%
+132,637
2618
$3.44M ﹤0.01%
+121,423
2619
$3.43M ﹤0.01%
+91,003
2620
$3.42M ﹤0.01%
+45,324
2621
$3.42M ﹤0.01%
+944,663
2622
$3.42M ﹤0.01%
+122,544
2623
$3.42M ﹤0.01%
+142,002
2624
$3.41M ﹤0.01%
+282,565
2625
$3.41M ﹤0.01%
+408,860
103 104
105
106 107