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
2951
$2.37M ﹤0.01%
+61,650
2952
$2.36M ﹤0.01%
+103,849
2953
$2.36M ﹤0.01%
+39,430
2954
$2.35M ﹤0.01%
+42,994
2955
$2.35M ﹤0.01%
+81,546
2956
$2.35M ﹤0.01%
+372,119
2957
$2.35M ﹤0.01%
+176,576
2958
$2.34M ﹤0.01%
+36,323
2959
$2.34M ﹤0.01%
+70,848
2960
$2.33M ﹤0.01%
+61,467
2961
$2.33M ﹤0.01%
+131,480
2962
$2.33M ﹤0.01%
+102,583
2963
$2.32M ﹤0.01%
+636,398
2964
$2.32M ﹤0.01%
+217,688
2965
$2.31M ﹤0.01%
+68,253
2966
$2.31M ﹤0.01%
+148,918
2967
$2.31M ﹤0.01%
+189,387
2968
$2.3M ﹤0.01%
+18,307
2969
$2.3M ﹤0.01%
+57,915
2970
$2.3M ﹤0.01%
+89,591
2971
$2.3M ﹤0.01%
+84,890
2972
$2.3M ﹤0.01%
+172,983
2973
$2.29M ﹤0.01%
+133,007
2974
$2.29M ﹤0.01%
+75,546
2975
$2.29M ﹤0.01%
+164,427
117 118
119
120 121