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
2926
$2.44M ﹤0.01%
+45,664
2927
$2.44M ﹤0.01%
+11,418
2928
$2.44M ﹤0.01%
+53,873
2929
$2.44M ﹤0.01%
+44,169
2930
$2.43M ﹤0.01%
+46,494
2931
$2.42M ﹤0.01%
+13,884
2932
$2.42M ﹤0.01%
+32,222
2933
$2.42M ﹤0.01%
+149,416
2934
$2.42M ﹤0.01%
+94,373
2935
$2.41M ﹤0.01%
+74,115
2936
$2.41M ﹤0.01%
+180,084
2937
$2.41M ﹤0.01%
+97,194
2938
$2.41M ﹤0.01%
+157,200
2939
$2.4M ﹤0.01%
+82,288
2940
$2.4M ﹤0.01%
+203,533
2941
$2.4M ﹤0.01%
+186,950
2942
$2.39M ﹤0.01%
+326,562
2943
$2.39M ﹤0.01%
+86,872
2944
$2.39M ﹤0.01%
+8,788
2945
$2.38M ﹤0.01%
+545,894
2946
$2.38M ﹤0.01%
+185,239
2947
$2.38M ﹤0.01%
+55,080
2948
$2.37M ﹤0.01%
+159,128
2949
$2.37M ﹤0.01%
+82,496
2950
$2.37M ﹤0.01%
+77,960
116 117
118
119 120