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
2676
$3.21M ﹤0.01%
+612,480
2677
$3.21M ﹤0.01%
+46,472
2678
$3.21M ﹤0.01%
+79,671
2679
$3.21M ﹤0.01%
+1,507,055
2680
$3.21M ﹤0.01%
+338,835
2681
$3.2M ﹤0.01%
+122,726
2682
$3.2M ﹤0.01%
+38,546
2683
$3.2M ﹤0.01%
+190,029
2684
$3.2M ﹤0.01%
+103,310
2685
$3.19M ﹤0.01%
+169,868
2686
$3.19M ﹤0.01%
+143,897
2687
$3.19M ﹤0.01%
+284,540
2688
$3.18M ﹤0.01%
+43,600
2689
$3.18M ﹤0.01%
+128,030
2690
$3.18M ﹤0.01%
+66,555
2691
$3.17M ﹤0.01%
+47,497
2692
$3.17M ﹤0.01%
+297,746
2693
$3.16M ﹤0.01%
+39,689
2694
$3.16M ﹤0.01%
+283,451
2695
$3.16M ﹤0.01%
+46,108
2696
$3.15M ﹤0.01%
+73,078
2697
$3.15M ﹤0.01%
+302,977
2698
$3.15M ﹤0.01%
+128,022
2699
$3.14M ﹤0.01%
+37,884
2700
$3.14M ﹤0.01%
+382,125