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
2626
$3.41M ﹤0.01%
+126,446
2627
$3.4M ﹤0.01%
+157,925
2628
$3.4M ﹤0.01%
+61,254
2629
$3.4M ﹤0.01%
+131,957
2630
$3.4M ﹤0.01%
+136,088
2631
$3.4M ﹤0.01%
+163,575
2632
$3.4M ﹤0.01%
+215,517
2633
$3.4M ﹤0.01%
+137,985
2634
$3.39M ﹤0.01%
+77,206
2635
$3.39M ﹤0.01%
+149,258
2636
$3.39M ﹤0.01%
+116,821
2637
$3.38M ﹤0.01%
+168,165
2638
$3.38M ﹤0.01%
+232,489
2639
$3.38M ﹤0.01%
+460,431
2640
$3.38M ﹤0.01%
+66,177
2641
$3.37M ﹤0.01%
+13,415
2642
$3.36M ﹤0.01%
+151,521
2643
$3.36M ﹤0.01%
+62,671
2644
$3.36M ﹤0.01%
+79,904
2645
$3.35M ﹤0.01%
+338,412
2646
$3.34M ﹤0.01%
+170,344
2647
$3.34M ﹤0.01%
+471,541
2648
$3.33M ﹤0.01%
+208,492
2649
$3.33M ﹤0.01%
+70,138
2650
$3.32M ﹤0.01%
+246,087
104 105
106
107 108