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
2701
$3.13M ﹤0.01%
+1,157
2702
$3.13M ﹤0.01%
+76,288
2703
$3.12M ﹤0.01%
+158,928
2704
$3.12M ﹤0.01%
+140,029
2705
$3.12M ﹤0.01%
+91,455
2706
$3.12M ﹤0.01%
+62,466
2707
$3.11M ﹤0.01%
+338,396
2708
$3.11M ﹤0.01%
+251,059
2709
$3.11M ﹤0.01%
+232,710
2710
$3.11M ﹤0.01%
+35,448
2711
$3.1M ﹤0.01%
+171,584
2712
$3.09M ﹤0.01%
+96,261
2713
$3.09M ﹤0.01%
+176,211
2714
$3.09M ﹤0.01%
+122,062
2715
$3.09M ﹤0.01%
+128,053
2716
$3.08M ﹤0.01%
+256,774
2717
$3.07M ﹤0.01%
+65,315
2718
$3.06M ﹤0.01%
+131,722
2719
$3.06M ﹤0.01%
+90,530
2720
$3.06M ﹤0.01%
+31,253
2721
$3.05M ﹤0.01%
+41,320
2722
$3.05M ﹤0.01%
+136,935
2723
$3.04M ﹤0.01%
+145,426
2724
$3.04M ﹤0.01%
+223,913
2725
$3.04M ﹤0.01%
+221,041
107 108
109
110 111