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
2651
$3.32M ﹤0.01%
+218,335
2652
$3.31M ﹤0.01%
+188,501
2653
$3.31M ﹤0.01%
+135,085
2654
$3.3M ﹤0.01%
+26,075
2655
$3.29M ﹤0.01%
+1,115,499
2656
$3.29M ﹤0.01%
+792,584
2657
$3.28M ﹤0.01%
+147,985
2658
$3.28M ﹤0.01%
+143,327
2659
$3.28M ﹤0.01%
+176,447
2660
$3.28M ﹤0.01%
+106,689
2661
$3.28M ﹤0.01%
+296,794
2662
$3.27M ﹤0.01%
+794,361
2663
$3.26M ﹤0.01%
+9,782
2664
$3.25M ﹤0.01%
+147,428
2665
$3.25M ﹤0.01%
+201,254
2666
$3.24M ﹤0.01%
+119,981
2667
$3.24M ﹤0.01%
+99,463
2668
$3.24M ﹤0.01%
+127,402
2669
$3.24M ﹤0.01%
+162,459
2670
$3.23M ﹤0.01%
+249,236
2671
$3.23M ﹤0.01%
+330,931
2672
$3.22M ﹤0.01%
+416,459
2673
$3.22M ﹤0.01%
+216,434
2674
$3.21M ﹤0.01%
+44,605
2675
$3.21M ﹤0.01%
+131,502
105 106
107
108 109