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
2851
$2.65M ﹤0.01%
+225,753
2852
$2.64M ﹤0.01%
+277,548
2853
$2.63M ﹤0.01%
+163,596
2854
$2.63M ﹤0.01%
+124,248
2855
$2.63M ﹤0.01%
+179,595
2856
$2.63M ﹤0.01%
+418,648
2857
$2.63M ﹤0.01%
+153,722
2858
$2.62M ﹤0.01%
+95,799
2859
$2.62M ﹤0.01%
+130,815
2860
$2.62M ﹤0.01%
+39,278
2861
$2.62M ﹤0.01%
+141,504
2862
$2.62M ﹤0.01%
+330,009
2863
$2.62M ﹤0.01%
+282,422
2864
$2.61M ﹤0.01%
+213,695
2865
$2.61M ﹤0.01%
+13,841
2866
$2.61M ﹤0.01%
+295,883
2867
$2.61M ﹤0.01%
+13,852
2868
$2.61M ﹤0.01%
+194,649
2869
$2.61M ﹤0.01%
+31,535
2870
$2.59M ﹤0.01%
+70,929
2871
$2.59M ﹤0.01%
+164,403
2872
$2.58M ﹤0.01%
+137,553
2873
$2.57M ﹤0.01%
+53,008
2874
$2.57M ﹤0.01%
+95,099
2875
$2.57M ﹤0.01%
+121,094
113 114
115
116 117