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
2826
$2.71M ﹤0.01%
+77,228
2827
$2.71M ﹤0.01%
+127,286
2828
$2.71M ﹤0.01%
+257,274
2829
$2.71M ﹤0.01%
+432,761
2830
$2.71M ﹤0.01%
+55,983
2831
$2.7M ﹤0.01%
+79,832
2832
$2.7M ﹤0.01%
+180,292
2833
$2.7M ﹤0.01%
+351,506
2834
$2.7M ﹤0.01%
+105,059
2835
$2.69M ﹤0.01%
+430,400
2836
$2.69M ﹤0.01%
+153,682
2837
$2.69M ﹤0.01%
+99,113
2838
$2.68M ﹤0.01%
+432,977
2839
$2.68M ﹤0.01%
+84,116
2840
$2.67M ﹤0.01%
+204,411
2841
$2.67M ﹤0.01%
+273,990
2842
$2.67M ﹤0.01%
+92,326
2843
$2.67M ﹤0.01%
+34,412
2844
$2.66M ﹤0.01%
+83,828
2845
$2.66M ﹤0.01%
+225,572
2846
$2.66M ﹤0.01%
+47,421
2847
$2.65M ﹤0.01%
+26,541
2848
$2.65M ﹤0.01%
+47,529
2849
$2.65M ﹤0.01%
+376,926
2850
$2.65M ﹤0.01%
+165,419
112 113
114
115 116