Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
2901
$2.51M ﹤0.01%
+175,828
2902
$2.51M ﹤0.01%
+486,344
2903
$2.5M ﹤0.01%
+329,354
2904
$2.5M ﹤0.01%
+114,464
2905
$2.5M ﹤0.01%
+57,710
2906
$2.5M ﹤0.01%
+133,926
2907
$2.5M ﹤0.01%
+50,086
2908
$2.5M ﹤0.01%
+65,726
2909
$2.5M ﹤0.01%
+122,465
2910
$2.5M ﹤0.01%
+478,283
2911
$2.49M ﹤0.01%
+100,884
2912
$2.49M ﹤0.01%
+78,202
2913
$2.49M ﹤0.01%
+26,614
2914
$2.48M ﹤0.01%
+67,376
2915
$2.48M ﹤0.01%
+169,372
2916
$2.48M ﹤0.01%
+96,295
2917
$2.48M ﹤0.01%
+194,961
2918
$2.48M ﹤0.01%
+92,667
2919
$2.47M ﹤0.01%
+446,436
2920
$2.47M ﹤0.01%
+69,394
2921
$2.46M ﹤0.01%
+60,606
2922
$2.46M ﹤0.01%
+166,902
2923
$2.45M ﹤0.01%
+330,889
2924
$2.45M ﹤0.01%
+186,638
2925
$2.44M ﹤0.01%
+91,953
115 116
117
118 119