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
2876
$2.57M ﹤0.01%
+294,578
2877
$2.56M ﹤0.01%
+91,136
2878
$2.56M ﹤0.01%
+178,148
2879
$2.56M ﹤0.01%
+250,219
2880
$2.55M ﹤0.01%
+5,657
2881
$2.55M ﹤0.01%
+95,771
2882
$2.55M ﹤0.01%
+50,663
2883
$2.55M ﹤0.01%
+140,340
2884
$2.54M ﹤0.01%
+292,170
2885
$2.54M ﹤0.01%
+50,827
2886
$2.54M ﹤0.01%
+130,592
2887
$2.54M ﹤0.01%
+186,756
2888
$2.53M ﹤0.01%
+92,942
2889
$2.53M ﹤0.01%
+36,653
2890
$2.53M ﹤0.01%
+483,125
2891
$2.53M ﹤0.01%
+82,353
2892
$2.53M ﹤0.01%
+181,254
2893
$2.52M ﹤0.01%
+189,034
2894
$2.52M ﹤0.01%
+158,692
2895
$2.52M ﹤0.01%
+126,154
2896
$2.52M ﹤0.01%
+143,671
2897
$2.52M ﹤0.01%
+133,649
2898
$2.52M ﹤0.01%
+192,719
2899
$2.51M ﹤0.01%
+635
2900
$2.51M ﹤0.01%
+39,038
114 115
116
117 118