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
2776
$2.86M ﹤0.01%
+153,671
2777
$2.85M ﹤0.01%
+114,823
2778
$2.85M ﹤0.01%
+241,224
2779
$2.85M ﹤0.01%
+57,799
2780
$2.85M ﹤0.01%
+92,686
2781
$2.85M ﹤0.01%
+214,456
2782
$2.84M ﹤0.01%
+163,352
2783
$2.84M ﹤0.01%
+65,741
2784
$2.84M ﹤0.01%
+126,244
2785
$2.84M ﹤0.01%
+162,340
2786
$2.84M ﹤0.01%
+203,003
2787
$2.84M ﹤0.01%
+127,259
2788
$2.83M ﹤0.01%
+140,970
2789
$2.83M ﹤0.01%
+355,675
2790
$2.83M ﹤0.01%
+86,038
2791
$2.81M ﹤0.01%
+106,087
2792
$2.81M ﹤0.01%
+313,407
2793
$2.81M ﹤0.01%
+76,439
2794
$2.81M ﹤0.01%
+181,581
2795
$2.81M ﹤0.01%
+73,503
2796
$2.81M ﹤0.01%
+72,780
2797
$2.8M ﹤0.01%
+73,733
2798
$2.8M ﹤0.01%
+108,107
2799
$2.8M ﹤0.01%
+179,858
2800
$2.8M ﹤0.01%
+332,313
110 111
112
113 114